CITY COUNCIL MEETING
AGENDA SUMMARY
Tuesday, November 12, 2024, 6:00 p.m.
In person at:
Arroyo Grande City Council Chambers
215 E. Branch Street, Arroyo Grande, CA 93420
AND via Zoom at:
https://arroyogrande-org.zoom.us/webinar/register/WN_NRsyFrUIQ_6179_iBTyDVA Please click the link above to register to join the Zoom Meeting This City Council meeting is being conducted in a hybrid in-person/virtual format. Please be advised that while the City will endeavor to ensure these remote participation methods are available, the City does not guarantee that they will be technically feasible or work all the time. Further, the City reserves the right to terminate these remote participation methods (subject to Brown Act restrictions) at any time and for any reason. Members of the public may participate and provide public comment on agenda items during the meeting in person at the location identified above, by registering and joining the Zoom meeting, or by submitting written public comments to the Clerk of the Council at [email protected] by 2:00 p.m. the day of the meeting. Meetings will be broadcast live on Channel 20 and streamed on the City’s Website.
CLOSED SESSION:
None.
1. CALL TO ORDER
2. ROLL CALL
3. MOMENT OF REFLECTION
4. FLAG SALUTE
5. AGENDA REVIEW
5.a Closed Session Announcements
None.
5.b Ordinances read in title only
Move that all ordinances presented at the meeting shall be read by title only and all further readings be waived.
6. SPECIAL PRESENTATIONS
6.a Honorary Proclamation Declaring November 2024 as "National Hospice and Palliative Care Month"
6.b Honorary Proclamation Recognizing November 17-23, 2024 as "National Apprenticeship Week"
6.c City Manager Communications
(DOWNING)
Recommended Action:
Receive correspondence/comments as presented by the City Manager and Provide direction, as necessary.
7. CITY COUNCIL REPORTS
None.
Reports are made during the Second Council Meeting each month.
8. COMMUNITY COMMENTS AND SUGGESTIONS
This public comment period is an invitation to members of the community to present issues, thoughts, or suggestions on matters not scheduled on this agenda. Comments should be limited to those matters that are within the jurisdiction of the City Council. Members of the public may provide public comment in-person or remotely by joining the Zoom meeting utilizing one of the methods provided below. Please use the “raise hand” feature to indicate your desire to provide public comment.
Click the link below to join the webinar: https://us02web.zoom.us/j/86752345420; Webinar ID: 867 5234 5420
•
Or by Telephone: 1-669-900-6833; 1-346-248-7799
Press * 9 to “raise hand” for public comment
•
Please be advised that while the City will endeavor to ensure these remote participation methods are available, the City does not guarantee that they will be technically feasible or work all the time.
Further, the City reserves the right to terminate these remote participation methods (subject to Brown Act restrictions) at any time and for any reason. Please attend in person or submit your comment via email to the City Clerk by 2:00 p.m. the day of the meeting to have it included as part of the record.
The Brown Act restricts the Council from taking formal action on matters not published on the agenda. In response to your comments, the Mayor or presiding Council Member may:
Direct City staff to assist or coordinate with you.
• A Council Member may state a desire to meet with you. • It may be the desire of the Council to place your issue or matter on a future Council agenda.
•
Please adhere to the following procedures when addressing the Council:
Comments should be limited to 1 minute or less.
• Your comments should be directed to the Council as a whole and not directed to individual Council members.
• Slanderous, profane or personal remarks against any Council Member or member of the audience shall not be permitted.
•
9. CONSENT AGENDA
The following routine items listed below are scheduled for consideration as a group. The recommendations for each item are noted. Any member of the public who wishes to comment on any Consent Agenda item may do so at this time. Any Council Member may request that any item be withdrawn from the Consent Agenda to permit discussion or change the recommended course of action. The City Council may approve the remainder of the Consent Agenda on one motion.
9.a Cash Disbursement Ratification
(VALENTINE)
Recommended Action:
Review and ratify the attached listing of cash disbursements for the period of October 1 through October 15, 2024.
9.b Statement of Investment Deposits for September 2024 (VALENTINE)
Recommended Action:
Receive and file the attached report listing investment deposits of the City of Arroyo Grande as of September 30, 2024, as required by Government Code Section 53646(b).
9.c Approval of Minutes
(MATSON)
Recommended Action:
Approve the minutes of the Regular City Council Meeting of October 22, 2024, as submitted.
9.d Agreement with GSI Water Solutions, Inc. for the Preparation of the Northern Cities Management Area Annual Report and Monitoring Program for the Years of 2024 through 2026
(ROBESON)
Recommended Action:
Approve an agreement with GSI Water Solutions, Inc. for an amount not to exceed $217,960, which includes a 9% contingency and authorize the City Manager or designee to execute the Professional Services Agreement for the preparation of the 2024, 2025, and 2026 NCMA Annual Report and Monitoring Program subject to any minor, technical, or nonsubstantive changes as approved by the City Manager in consultation with the City Attorney.
9.e Authorize the Village Holiday Parade and Jingle Bell Dash on December 1, 2024 (TUP 24- 008) and Find the Action Categorically Exempt from CEQA (PEDROTTI)
Recommended Action:
1) Adopt a Resolution approving Temporary Use Permit 24-008 authorizing the closure of streets and the Arroyo Grande Village Holiday Parade and Jingle Bell Dash to take place in the Village; and
2) Find the action exempt from CEQA pursuant to Section 15304 of the CEQA Guidelines.
10. PUBLIC HEARINGS
10.a Amendments to Title 16 of the Arroyo Grande Municipal Code Regarding Accessory Dwelling Units
(PEDROTTI)
Recommended Action:
1) Introduce the Ordinance amending Title 16 of the Arroyo Grande Municipal Code (AGMC) relating to Accessory Dwelling Units and Junior Accessory Dwelling Units; and 2) Find that the proposed Ordinance is statutorily exempt from review under the California Environmental Quality Act (“CEQA”) under Public Resources Code section 21080.17
10.b Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
(PEDROTTI)
Recommended Action:
1) Adopt a Resolution revising the conditions of approval of Plot Plan Review 23-001, which approved the installation of one new domestic well on an unaddressed property on Noyes Road (APN: 007-781-055) northeast of the intersection of Noyes Road and Equestrian Way (“Project”); and
2) Determine that the Project, with the proposed revised conditions, is categorically exempt from CEQA under the Class 3 exemption, which applies to the construction and location of limited numbers of new, small facilities or structures; installation of small new equipment and facilities in small structures; and the conversion of existing small structures from one use to another where only minor modifications are made in the exterior of the structure. (State CEQA Guidelines, § 15303.).
11. BUSINESS ITEMS
11.a Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
Recommended Action:
1) Review the Integrated Solid Waste Collection Rate Adjustment request; 2) Set a public hearing for January 14, 2025, to consider adjusting the waste collection services rates to be effective January 14, 2025, and each January 1 from 2026 through 2029; and
3) Direct staff to prepare and distribute a Proposition 218 notice for a public hearing scheduled for January 14, 2025, for the proposed waste collection services rate adjustment.
12. COUNCIL COMMUNICATIONS
Any Council Member may ask a question for clarification, make an announcement, or report briefly on his or her activities. In addition, subject to Council policies and procedures, Council Members may request staff to report back to the Council at a subsequent meeting concerning any matter or request that staff place a matter of business on a future agenda. Any request to place a matter of business for original consideration on a future agenda requires the concurrence of at least two other Council Members.
13. ADJOURNMENT
All staff reports or other written documentation, including any supplemental material distributed to a majority of the City Council within 72 hours of a regular meeting, relating to each item of business on the agenda are available for public inspection during regular business hours in the City Clerk’s office, 300 E. Branch Street, Arroyo Grande. If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by the Americans with Disabilities Act. To make a request for disability-related modification or accommodation, contact the Legislative and Information Services Department at 805-473-5400 as soon as possible and at least 48 hours prior to the meeting date.
This agenda was prepared and posted pursuant to Government Code Section 54954.2 Agenda reports can be accessed and downloaded from the City’s website at www.arroyogrande.org If you would like to subscribe to receive email or text message notifications when agendas are posted, you can sign up online through the “Notify Me” feature.
City Council Meetings are streamed on the City’s Website and recorded for replay on Arroyo Grande’s Government Access Channel 20.
Item 6.a.
Item 6.b.
MEMORANDUM
TO: City Council
FROM: Jessica Matson, Director of Legislative & Information Services/City Clerk
SUBJECT: Supplemental Information
Agenda Item 8. – November 12, 2024 City Council Meeting Community Comments and Suggestions
DATE: November 12, 2024
Attached is public comment received prior to 2 p.m.
cc: City Manager
Assistant City Manager/Public Works Director
City Attorney
City Clerk
City Website and Public Review Binder
Enc
Item 9.a.
MEMORANDUM
TO: City Council
FROM: Nicole Valentine, Administrative Services Director BY: Lynda Horejsi, Accounting Manager
SUBJECT: Cash Disbursement Ratification
DATE: November 12, 2024
RECOMMENDATION:
Review and ratify the attached listing of cash disbursements for the period of October 1 through October 15, 2024.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
There is a $2,272,858.77 fiscal impact for the period of October 1 through October 15, 2024, that includes the following items:
Accounts Payable Checks $ 1,771,371.31
Payroll & Benefit Checks $501,487.46
BACKGROUND:
Cash disbursements are made weekly based on the submission of all required documents supporting the invoices submitted for payment. Prior to payment, Administrative Services staff review all disbursement documents to ensure that they meet the approval requirements adopted in the Municipal Code and the City’s Purchasing Policies and Procedures Manual.
ANALYSIS OF ISSUES:
The attached listing represents the cash disbursements required of normal and usual operations during the period. The disbursements are accounted for in the FY 2024-25 budget.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Approve staff’s recommendation;
2. Do not approve staff’s recommendation; or
3. Provide other direction to staff.
Item 9.a.
City Council
Cash Disbursement Ratification
November 12, 2024
ADVANTAGES:
The Administrative Services Department monitors payments of invoices for accountability, accuracy, and completeness using standards approved by the City Council.
Invoices are paid in a timely manner to establish goodwill with merchants. Discounts are taken where applicable.
DISADVANTAGES:
There are no disadvantages identified in this recommendation.
ENVIRONMENTAL REVIEW:
Ratifying the cash disbursements is not a project subject to the California Environmental Quality Act (“CEQA”) because it has no potential to result in either a direct, or reasonably foreseeable indirect, physical change in the environment. (State CEQA Guidelines, §§ 15060, subd. (c)(2)-(3), 15378.)
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2.
ATTACHMENTS:
1. October 1 through October 15, 2024 – Accounts Payable Check Register
2. October 4, 2024 – Payroll & Benefit Check Register
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 116317 2 MEXICANS LLC
09/30/24 302581 P 10/03/24 CONTRACTUAL SERVICES 120.00
INVOICE: 7937 220.60.4303.5303.
114672 AMAZON CAPITAL SERVICES
09/01/24 302582 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 97.28 INVOICE: 1D9V-NYCJ-KPJN 100.30.4203.5255.
09/01/24 302582 P 10/03/24 CONTRACTUAL SERVICES 569.89
INVOICE: 1D9V-NYCJ-KPJN 100.30.4201.5303.
108756 AMERICAN ASPHALT SOUTH INC
06/30/24 302583 P 10/03/24 CONSTRUCTION 71,580.47
INVOICE: 2024-1878R 350.50.5638.7001.
103175 AQUA-METRIC SALES CO
09/20/24 20250012 302584 P 10/03/24 SUPPLIES-WATER METERS 907.28 INVOICE: INV0104040 640.50.4712.5207.
09/19/24 20250012 302584 P 10/03/24 SUPPLIES-WATER METERS 1,555.75 INVOICE: INV0104012 640.50.4712.5207.
09/23/24 20250009 302584 P 10/03/24 MAINTENANCE-METERS 81.80 INVOICE: INV0104069 640.50.4712.5611.
114066 ARROYO GRANDE HOME & GARDEN
09/25/24 302585 P 10/03/24 MAINTENANCE-STREETS & BRI 38.78 INVOICE: 003236 220.60.4303.5613.
09/26/24 302585 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 31.24 INVOICE: 003237 100.50.4308.5255.
106607 AT&T
08/25/24 302586 P 10/03/24 TELECOMMUNICATIONS 29.78
INVOICE: 000022195755 100.10.4145.5403.
ATTACHMENT 1
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/25/24 302586 P 10/03/24 TELECOMMUNICATIONS 28.86
INVOICE: 000022343652 100.10.4145.5403.
114289 AUTOSYS LLC
10/01/24 302587 P 10/03/24 MAINTENANCE-LINES & PUMPS 200.00 INVOICE: INV-0154 612.50.4610.5610.
10/01/24 302587 P 10/03/24 MAINTENANCE-MACH & EQUIP 400.00 INVOICE: INV-0154 640.50.4711.5603.
100055 B & T SVC STN CONTRACTORS, INC
09/26/24 302588 P 10/03/24 CONTRACTUAL SERVICES 300.00
INVOICE: C90414 100.50.4305.5303.
114310 BACK ON THE ROAD AUTOMOBILE
08/09/24 302589 P 10/03/24 MAINTENANCE-VEHICLES 915.36
INVOICE: 2293 100.50.4301.5601.
107492 BATTERY SYSTEMS
09/19/24 302590 P 10/03/24 MAINTENANCE-VEHICLES 201.64
INVOICE: 37162409191108 100.30.4203.5601.
113890 BOONE PRINTING & GRAPHICS INC
09/18/24 302591 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 367.24 INVOICE: 100496 100.10.4102.5255.
115888 BOWLING, KENDRA
09/24/24 302592 P 10/03/24 SERVICES-CLASSES 448.00
INVOICE: 092424 100.40.4424.5351.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 107958 BURNS, JEREMY
09/19/24 302593 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 40.00 INVOICE: 10/7/24-10/11/24 100.30.4204.5501.
106702 CASTILLO, JASON
09/19/24 302594 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 225.00 INVOICE: 11/13/24-11/15/24 100.30.4204.5501.
115945 CENTRAL COAST EVALUATION SVCS
08/16/24 302595 P 10/03/24 PRE-EMPLOYMENT PHYSICALS 1,000.00 INVOICE: RR081624BP 100.30.4201.5315.
08/30/24 302595 P 10/03/24 PRE-EMPLOYMENT PHYSICALS 1,000.00 INVOICE: RR083024VS 100.30.4201.5315.
113129 CHARTER COMMUNICATIONS
09/01/24 302596 P 10/03/24 CABLE CASTING EXPENSE 1,349.00 INVOICE: 170563301090124 211.10.4101.5330.
100288 CITY OF GROVER BEACH
09/12/24 302597 P 10/03/24 UTILITIES 113.08
INVOICE: 03-0002-00 9/12/24 100.10.4145.5401.
109756 CIVICPLUS LLC
09/24/24 302598 P 10/03/24 CONTRACTUAL SERVICES 825.00
INVOICE: 317646 100.10.4140.5303.
112463 COBAN TECHNOLOGIES INC
08/26/24 302599 P 10/03/24 MAINTENANCE-COMPUTER SOFT 3,295.00 INVOICE: 57428 100.30.4204.5607.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION
113548 CULVER, DAVID
09/15/24 302600 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 225.00 INVOICE: 10/9/24-10/11/24 100.30.4204.5501.
116046 DANIEL ZIEGLER DESIGN
08/27/24 302601 P 10/03/24 CONTRACTUAL SERVICES 1,000.00 INVOICE: 024072 100.10.4101.5303.
115282 DECKARD TECHNOLOGIES INC
09/24/24 302602 P 10/03/24 CONTRACTUAL SERVICES 11,350.00 INVOICE: 1738 240.10.4150.5303.
110047 DOHERTY, STEPHEN
10/01/24 302603 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 300.00 INVOICE: 09/23/24-09/26/24 100.30.4204.5501.
114237 ESTRADA, ANTHONY
08/19/24 302604 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 375.00 INVOICE: 10/21/24-10/25/24 100.30.4204.5501.
107743 FAMCON PIPE AND SUPPLY INC
09/24/24 302605 P 10/03/24 MAINTENANCE-LINES & PUMPS 2,279.40 INVOICE: S100138120.001 640.50.4712.5610.
09/16/24 302605 P 10/03/24 MAINTENANCE-BUILDINGS 1,291.29 INVOICE: S100137294.001 100.50.4308.5604.
100240 FARM SUPPLY CO
09/18/24 302606 P 10/03/24 MAINTENANCE-LINES & PUMPS 7.96
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 110702 640.50.4712.5610.
09/26/24 302606 P 10/03/24 MAINTENANCE-STREETS & BRI 280.15 INVOICE: 110831 220.60.4303.5613.
101884 FASTENAL COMPANY
09/25/24 302607 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 534.08 INVOICE: CABAR132067 100.50.4320.5255.
09/19/24 302607 P 10/03/24 MAINTENANCE-BUILDINGS 307.24 INVOICE: CALUI119660 100.50.4308.5604.
107481 GALLS, LLC
09/26/24 302608 P 10/03/24 PROTECTIVE/SAFETY CLOTHIN 924.33 INVOICE: 029181091 100.30.4203.5272.
104372 GARING TAYLOR & ASSOCIATES INC
07/31/24 302609 P 10/03/24 CONTRACTUAL SERVICES 712.50
INVOICE: 20187 100.50.4301.5303.
114029 GDM SERVICES
09/24/24 302610 P 10/03/24 MAINTENANCE-MACH & EQUIP 250.00 INVOICE: 091824 640.50.4712.5603.
115070 JD ELECTRIC
09/20/24 302611 P 10/03/24 CONSTRUCTION 255.00
INVOICE: 092024 350.50.5468.7001.
108599 L. DIESEL MOBILE SERVICE
09/06/24 302612 P 10/03/24 MAINTENANCE-VEHICLES 1,725.00 INVOICE: 8201 220.60.4303.5601.
09/06/24 302612 P 10/03/24 MAINTENANCE-VEHICLES 170.00
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 8201 100.50.4320.5601.
09/06/24 302612 P 10/03/24 MAINTENANCE-VEHICLES 355.00
INVOICE: 8201 640.50.4712.5601.
09/06/24 302612 P 10/03/24 MAINTENANCE-VEHICLES 405.00
INVOICE: 8201 612.50.4610.5601.
114838 LA PAZ, JHADE
10/02/24 302613 P 10/03/24 SERVICES-LEAGUES 96.00
INVOICE: 100224 100.40.4424.5352.
100373 LAUTZENHISER'S STATIONERY INC
08/09/24 302614 P 10/03/24 SUPPLIES-OFFICE 1,160.05
INVOICE: 13165 100.10.4002.5201.
116276 LORENCZ, LARISSA
09/26/24 302615 P 10/03/24 SERVICES-LEAGUES 48.00
INVOICE: 092624 100.40.4424.5352.
09/30/24 302615 P 10/03/24 SERVICES-LEAGUES 48.00
INVOICE: 093024 100.40.4424.5352.
100393 LUCIA MAR UNIFIED SCHOOL DIST
09/25/24 302616 P 10/03/24 SUPPLIES-SPORTS LEAGUES 1,685.90 INVOICE: 250104 100.40.4424.5257.
100429 MINER'S ACE HARDWARE, INC
09/17/24 302617 P 10/03/24 MAINTENANCE-BUILDINGS 52.17
INVOICE: 546264 640.50.4712.5604.
09/17/24 302617 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 8.61 INVOICE: 614703 640.50.4712.5255.
09/19/24 302617 P 10/03/24 MAINTENANCE-VEHICLES 58.78
INVOICE: 614816 100.30.4203.5601.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/20/24 302617 P 10/03/24 MAINTENANCE-BUILDINGS 43.06
INVOICE: 614877 100.50.4308.5604.
09/25/24 302617 P 10/03/24 MAINTENANCE-STREETS & BRI 50.59 INVOICE: 615164 220.60.4303.5613.
09/27/24 302617 P 10/03/24 MAINTENANCE-GROUNDS 2.13
INVOICE: 615335 100.50.4320.5605.
09/30/24 302617 P 10/03/24 MAINTENANCE-GROUNDS 32.31
INVOICE: 615443 100.50.4330.5605.
09/30/24 302617 P 10/03/24 MAINTENANCE-GROUNDS 21.51
INVOICE: 615444 100.50.4330.5605.
100441 MULLAHEY FORD
09/13/24 302618 P 10/03/24 MAINTENANCE-VEHICLES 2,998.43 INVOICE: 6363 100.30.4203.5601.
116311 MUNICIPAL MANAGEMENT ASSOCIATION
09/18/24 302619 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 775.00 INVOICE: 11057 100.30.4204.5501.
101265 NEW TIMES
05/23/24 302620 P 10/03/24 ADVERTISING 60.00
INVOICE: 367536 100.10.4002.5301.
07/18/24 302620 P 10/03/24 ADVERTISING 173.00
INVOICE: 369580 100.20.4130.5301.
08/15/24 302620 P 10/03/24 ADVERTISING 351.00
INVOICE: 370489 100.10.4002.5301.
09/19/24 302620 P 10/03/24 ADVERTISING 355.00
INVOICE: 371772 100.10.4002.5301.
09/05/24 302620 P 10/03/24 ADVERTISING 60.00
INVOICE: 371264 100.10.4002.5301.
09/05/24 302620 P 10/03/24 ADVERTISING 173.00
INVOICE: 371264 100.20.4130.5301.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 08/01/24 302620 P 10/03/24 ADVERTISING 117.00
INVOICE: 370077 100.20.4130.5301.
07/04/24 302620 P 10/03/24 ADVERTISING 173.00
INVOICE: 369168 100.10.4002.5301.
107054 NORTH COAST ENGINEERING INC
07/31/24 20250028 302621 P 10/03/24 DESIGN & SURVEY 8,881.63 INVOICE: 45228 350.50.5606.7501.
113509 OFFICE1
09/23/24 302622 P 10/03/24 MAINTENANCE-OFFICE EQUIPM 251.48 INVOICE: AR1169623 100.30.4204.5602.
999999 ONE TIME PAY
08/27/24 302635 P 10/03/24 DEPOSITS-SMIP 350.18
INVOICE: 01-43162 100.00.0000.2208.
09/05/24 302651 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43402 100.00.0000.2206.
09/05/24 302651 P 10/03/24 PARK USER FEES 27.00
INVOICE: 01-43402 100.00.4000.4354.
08/27/24 302640 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43176 100.00.0000.2206.
08/27/24 302640 P 10/03/24 PARK USER FEES 133.00
INVOICE: 01-43176 100.00.4000.4354.
09/09/24 302633 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43456 100.00.0000.2206.
08/29/24 302649 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43221(1) 100.00.0000.2206.
08/29/24 302629 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43221(2) 100.00.0000.2206.
06/26/24 302648 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-41960 100.00.0000.2206.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/19/24 302638 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42818(1) 100.00.0000.2206.
08/19/24 302650 P 10/03/24 SPECIAL EVENTS 135.00
INVOICE: 01-42951(1) 100.00.4000.4607.
09/19/24 302643 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43706 100.00.0000.2206.
07/15/24 302652 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42285 100.00.0000.2206.
08/15/24 302641 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42912 100.00.0000.2206.
08/27/24 302639 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43174(1) 100.00.0000.2206.
08/27/24 302626 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43176(1) 100.00.0000.2206.
08/13/24 302631 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42861(2) 100.00.0000.2206.
09/23/24 302645 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 03-02289 100.00.0000.2206.
08/30/24 302625 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43253 100.00.0000.2206.
08/27/24 302653 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43176(2) 100.00.0000.2206.
08/21/24 302642 P 10/03/24 SPEC.INT.CLASSES 105.00
INVOICE: 01-43065(1) 100.00.4000.4605.
08/19/24 302627 P 10/03/24 SPEC.INT.CLASSES 25.00
INVOICE: 01-42951(2) 100.00.4000.4605.
09/09/24 302630 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43456(1) 100.00.0000.2206.
09/09/24 302630 P 10/03/24 PARK USER FEES 60.00
INVOICE: 01-43456(1) 100.00.4000.4354.
09/03/24 302624 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43342 100.00.0000.2206.
09/27/24 302647 P 10/03/24 REBATES 2,820.00
INVOICE: 55-05650-10 226.50.4306.5554.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 08/29/24 302637 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43221(3) 100.00.0000.2206.
08/29/24 302637 P 10/03/24 PARK USER FEES 106.00
INVOICE: 01-43221(3) 100.00.4000.4354.
08/13/24 302632 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42861(3) 100.00.0000.2206.
07/11/24 302628 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42250(1) 100.00.0000.2206.
08/06/24 302636 P 10/03/24 PARK USER FEES 183.00
INVOICE: 03-02126 01-43690 100.00.4000.4354.
07/30/24 302623 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-42606(2) 100.00.0000.2206.
04/15/24 302644 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-40560 100.00.0000.2206.
09/10/24 302646 P 10/03/24 DEPOSITS-COMMERCIAL BLDG. 50.00 INVOICE: 01-43520 100.00.0000.2206.
08/27/24 302634 P 10/03/24 SPEC.INT.CLASSES 20.00
INVOICE: 01-43180(1) 100.00.4000.4605.
999997 ONE TIME PAY REFUND
09/27/24 302655 P 10/03/24 DEPOSIT RENTERS 54.42
INVOICE: 00023743 640.00.0000.2301.
09/27/24 302656 P 10/03/24 DEPOSIT RENTERS 212.40
INVOICE: 00026865 640.00.0000.2301.
09/27/24 302654 P 10/03/24 BUSINESS LICENSE TAX 61.00
INVOICE: BL24-000242 100.00.4000.4050.
112474 PACIFIC CENTRAL COAST HEALTH
09/23/24 302657 P 10/03/24 PRE-EMPLOYMENT PHYSICALS 474.62 INVOICE: EG0002735 9/23/24 100.30.4201.5315.
100481 PACIFIC GAS & ELECTRIC CO
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/05/24 302658 P 10/03/24 POWER 35.60
INVOICE: 8110861342-3 9/5/24 640.50.4711.5402.
09/18/24 302658 P 10/03/24 POWER 2,193.36
INVOICE: 8532998718-5 9/18 100.50.4307.5402.
09/18/24 302658 P 10/03/24 POWER 13,479.74
INVOICE: 8532998718-5 9/18 640.50.4712.5402.
09/18/24 302658 P 10/03/24 POWER 3,256.73
INVOICE: 8532998718-5 9/18 640.50.4711.5402.
09/18/24 302658 P 10/03/24 POWER 3,537.38
INVOICE: 8532998718-5 9/18 612.50.4610.5402.
09/18/24 302658 P 10/03/24 UTILITIES 13,539.88
INVOICE: 8532998718-5 9/18 100.10.4145.5401.
09/18/24 302658 P 10/03/24 PARKWAY MAINTENANCE-TR 17 14.44 INVOICE: 8532998718-5 9/18 217.50.4560.5355.
116133 PACIFIC PRINT RESOURCES
09/26/24 302659 P 10/03/24 SPECIAL DEPARTMENT SUPPLI 4,535.93 INVOICE: 34196 100.10.4102.5255.
09/26/24 302659 P 10/03/24 POSTAGE/MAILING 2,072.53
INVOICE: 34196 100.10.4145.5208.
107108 PARAMOUNT CLEANERS
09/01/24 302660 P 10/03/24 CONTRACTUAL SERVICES 625.50
INVOICE: 76681 100.30.4201.5303.
104158 PHOENIX GROUP
09/17/24 302661 P 10/03/24 CONTRACTUAL SERVICES 200.00
INVOICE: 082024157 100.30.4204.5303.
111822 QUINCON INC
06/30/24 302662 P 10/03/24 CONSTRUCTION 24,090.00
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 6 350.50.5614.7001.
114033 R A BATCHELOR CO.
07/18/24 302663 P 10/03/24 MAINTENANCE-VEHICLES 500.00
INVOICE: 10854 220.60.4303.5601.
116308 RIO HONDO COMMUNITY COLLEGE DISTRICT
08/21/24 302664 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 228.00 INVOICE: X24-194-ZAGP 100.30.4203.5501.
113127 ROBERT HALF
09/11/24 302665 P 10/03/24 CONTRACTUAL SERVICES 728.00
INVOICE: 64062019 100.10.4120.5303.
09/19/24 302665 P 10/03/24 CONTRACTUAL SERVICES 1,092.00 INVOICE: 64093580 100.10.4120.5303.
09/26/24 302665 P 10/03/24 CONTRACTUAL SERVICES 1,092.00 INVOICE: 64120153 100.10.4120.5303.
116312 SAFE LIFE DEFENSE LLC
09/11/24 302666 P 10/03/24 MACHINERY & EQUIPMENT 1,205.40 INVOICE: 32397019 100.30.4201.6201.
116306 SIMPSON, WILLIAM R
09/18/24 302667 P 10/03/24 CONTRACTUAL SERVICES 1,420.00 INVOICE: 2024-31 100.50.4308.5303.
09/18/24 302667 P 10/03/24 CONTRACTUAL SERVICES 145.00
INVOICE: 2024-32 100.50.4308.5303.
111308 SITEONE LANDSCAPE SUPPLY LLC
09/20/24 302668 P 10/03/24 MAINTENANCE-GROUNDS 138.43
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 146282836-001 100.50.4320.5605.
100552 SLO COUNTY AUDITOR-CONTROLLER
09/12/24 302669 P 10/03/24 PARKING FINES 385.00
INVOICE: 740A 08/24 100.00.4000.4203.
116054 SLO COUNTY OFFICE OF EDUCATION
09/11/24 302670 P 10/03/24 DONATIONS-COMM CENTR TBLS 46.00 INVOICE: 03-02267 100.00.0000.2032.
09/11/24 302670 P 10/03/24 RENT-COMMERCIAL BUILDINGS 203.00 INVOICE: 03-02267 100.00.4000.4353.
09/11/24 302670 P 10/03/24 BUILDING SUPERVISION 182.00
INVOICE: 03-02267 100.00.4000.4655.
100731 SLO COUNTY SHERIFF'S DEPT
08/14/24 302671 P 10/03/24 TASK FORCE SERVICES 20,000.00 INVOICE: 136-488 100.30.4201.5328.
100605 SOCALGAS
09/25/24 302672 P 10/03/24 UTILITIES 15.64
INVOICE: 19351491006 09/25/24 100.10.4145.5401.
09/26/24 302672 P 10/03/24 UTILITIES 16.27
INVOICE: 05281491315 09/26/24 100.10.4145.5401.
09/23/24 302672 P 10/03/24 UTILITIES 16.85
INVOICE: 07611524005 09/23/24 100.10.4145.5401.
09/25/24 302672 P 10/03/24 UTILITIES 19.40
INVOICE: 14501439005 09/25/24 100.10.4145.5401.
114978 SOUSA, GARRETT
09/19/24 302673 P 10/03/24 TRAVEL/CONFERENCE/TRAININ 40.00 INVOICE: 09/23/24-09/27/24 100.30.4203.5501.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION
100613 STATEWIDE SAFETY & SIGNS INC
09/25/24 302674 P 10/03/24 MAINTENANCE-STREETS & BRI 56.63 INVOICE: 03024504 220.60.4303.5613.
100620 STREATOR PIPE & SUPPLY
09/12/24 302675 P 10/03/24 MAINTENANCE-BUILDINGS 79.52
INVOICE: S1767716.001 100.50.4308.5604.
100622 SUN BADGE CO
09/25/24 302676 P 10/03/24 PROTECTIVE/SAFETY CLOTHIN 1,267.59 INVOICE: 420269 100.30.4203.5272.
110698 THE TOP SHOP
09/24/24 302677 P 10/03/24 PROTECTIVE/SAFETY CLOTHIN 867.28 INVOICE: 10769 100.30.4203.5272.
111796 TRAFFIC MANAGEMENT PRODUCTS
09/24/24 302678 P 10/03/24 MAINTENANCE-STREETS & BRI 80.44 INVOICE: 06-110487 220.60.4303.5613.
09/24/24 302678 P 10/03/24 MAINTENANCE-STREETS & BRI 45.59 INVOICE: 06-110513 220.60.4303.5613.
09/26/24 302678 P 10/03/24 MAINTENANCE-STREETS & BRI 469.22 INVOICE: 06-110601 220.60.4303.5613.
110909 TROESH COLEMAN PACIFIC, INC
09/12/24 302679 P 10/03/24 MAINTENANCE-STREETS & BRI 125.48 INVOICE: 34142 220.60.4303.5613.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 100904 TYLER TECHNOLOGIES INC
09/11/24 20250013 302680 P 10/03/24 CONTRACT ADMIN/INSPECTION 1,600.00 INVOICE: 045-484630 350.50.5453.7301.
09/18/24 20250013 302680 P 10/03/24 CONTRACT ADMIN/INSPECTION 1,600.00 INVOICE: 045-485773 350.50.5453.7301.
105252 ULTREX BUSINESS PRODUCTS
08/28/24 302681 P 10/03/24 MAINTENANCE-OFFICE EQUIPM 73.93 INVOICE: 4161022 100.10.4102.5602.
100666 UNITED RENTALS INC
09/18/24 302682 P 10/03/24 RENT-EQUIPMENT 1,283.30
INVOICE: 238458039-001 220.60.4303.5552.
106551 UNITED STAFFING ASSOC.
09/25/24 302683 P 10/03/24 CONTRACTUAL SERVICES 870.26
INVOICE: 242840 100.50.4320.5303.
107599 WATER SYSTEMS CONSULTING INC
07/31/24 20250006 302684 P 10/03/24 CONTRACTUAL SERVICES 3,218.03 INVOICE: 9756-AG 640.50.4710.5303.
08/31/24 20250023 302684 P 10/03/24 CONCEPT STUDIES 3,962.75 INVOICE: 9917 612.50.5814.7701.
08/31/24 20250023 302684 P 10/03/24 CONCEPT STUDIES 4,417.99 INVOICE: 9917 640.50.5904.7701.
113994 WELLS FARGO VENDOR FINANCIAL
09/12/24 302685 P 10/03/24 LEASE PURCHASE PAYMENTS 667.96 INVOICE: 5031350334 100.30.4201.5803.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100324 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 115850 ZEPEDA, MISTY
09/23/24 302686 P 10/03/24 SERVICES-LEAGUES 48.00
INVOICE: 092324 100.40.4424.5352.
REPORT TOTALS 247,897.72
COUNT AMOUNT
TOTAL PRINTED CHECKS 106 247,897.72
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100424PY TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 100723 CA ST EMPLOYMENT DEVEL DEPT
10/04/24 302689 M 10/04/24 STATE WITHHOLDING 27,939.96
INVOICE: PPE 09.26.24 110.00.0000.2108.
10/04/24 302689 M 10/04/24 STATE DISABILITY INSURANC 5,567.41 INVOICE: PPE 09.26.24 110.00.0000.2111.
105981 CA STATE DISBURSEMENT UNIT
10/04/24 302691 M 10/04/24 GARNISHMENTS 230.76
INVOICE: PAYDAY 10.04.24 110.00.0000.2114.
10/04/24 302691 M 10/04/24 GARNISHMENTS 154.15
INVOICE: PAYDAY 10.04.24 110.00.0000.2114.
10/04/24 302691 M 10/04/24 GARNISHMENTS 16.15
INVOICE: PAYDAY 10.04.24 110.00.0000.2114.
100039 CITY OF ARROYO GRANDE
10/04/24 302690 M 10/04/24 SOCIAL SECURITY 58,730.58
INVOICE: PPE 09.26.24 110.00.0000.2105.
10/04/24 302690 M 10/04/24 SOCIAL SECURITY 16,506.84
INVOICE: PPE 09.26.24 110.00.0000.2105.
10/04/24 302690 M 10/04/24 FEDERAL WITHHOLDING 68,009.41 INVOICE: PPE 09.26.24 110.00.0000.2104.
101730 PERS - ACTIVE MED
10/04/24 302687 M 10/04/24 HEALTH INSURANCE 145,123.01
INVOICE: 1-17679356 110.00.0000.2109.
10/04/24 302687 M 10/04/24 HEALTH INSURANCE 246.50
INVOICE: 1-17679356 100.10.4145.5131.
10/04/24 302687 M 10/04/24 ACCOUNTS RECEIVABLE - FCF 101.78 INVOICE: 1-17679356 100.00.0000.1111.
10/04/24 302687 M 10/04/24 RETIREES HEALTH INSURANCE 6,340.30 INVOICE: 1-17679356 100.10.4099.5136.
10/04/24 302687 M 10/04/24 ACCOUNTS RECEIVABLE - FCF 796.60
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100424PY TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 1-17679356 100.00.0000.1111.
10/04/24 302687 M 10/04/24 RETIREES HEALTH INSURANCE 633.43 INVOICE: 1-17679356 220.60.4303.5136.
10/04/24 302688 M 10/04/24 HEALTH INSURANCE 2,178.49
INVOICE: 1-17679358 110.00.0000.2109.
10/04/24 302688 M 10/04/24 HEALTH INSURANCE 5.23
INVOICE: 1-17679358 100.10.4145.5131.
100729 PERS - RETIREMENT
10/04/24 302692 M 10/04/24 PERS RETIREMENT 28,870.17
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 20,593.48
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 16,566.24
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 12,211.04
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 11,724.93
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 8,761.44
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 7,600.33
INVOICE: PPE 09.26.24 110.00.0000.2106.
10/04/24 302692 M 10/04/24 PERS RETIREMENT 7,412.62
INVOICE: PPE 09.26.24 110.00.0000.2106.
115959 STERLING ADMINISTRATION
10/04/24 302693 M 10/07/24 FLEXIBLE SPENDING ACCOUNT 1,794.98 INVOICE: 813415 110.00.0000.2127.
06/28/24 302694 M 10/09/24 FLEXIBLE SPENDING ACCOUNT 1,769.15 INVOICE: 787911 110.00.0000.2127.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100924 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION REPORT TOTALS 449,884.98
COUNT AMOUNT
TOTAL MANUAL CHECKS 8 449,884.98
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:100924 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 109431 CUDDY, GAYLE
10/03/24 302695 P 10/09/24 SERVICES-CLASSES 210.00
INVOICE: 100324 100.40.4424.5351.
10/03/24 302695 P 10/09/24 SERVICES-CLASSES 333.20
INVOICE: 10032024 100.40.4424.5351.
REPORT TOTALS 543.20
COUNT AMOUNT
TOTAL PRINTED CHECKS 1 543.20
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 116296 ADVANCE AUTO PARTS
08/20/24 302696 P 10/11/24 MAINTENANCE-VEHICLES 11.43
INVOICE: 3051423342963 100.50.4320.5601.
09/06/24 302696 P 10/11/24 MAINTENANCE-MACH & EQUIP 23.47 INVOICE: 3051425012236 100.50.4320.5603.
09/12/24 302696 P 10/11/24 MAINTENANCE-VEHICLES 11.43
INVOICE: 3051425602181 100.50.4320.5601.
09/25/24 302696 P 10/11/24 MAINTENANCE-VEHICLES 17.75
INVOICE: 3051426912667 100.50.4308.5601.
09/13/24 302696 P 10/11/24 MAINTENANCE-VEHICLES 13.55
INVOICE: 3051425743812 612.50.4610.5601.
103366 ALLAN HANCOCK COLLEGE JCCD
07/15/24 302697 P 10/11/24 TRAVEL/CONFERENCE/TRAININ 31.50 INVOICE: S0022016 100.30.4203.5501.
09/30/24 302697 P 10/11/24 TRAVEL/CONFERENCE/TRAININ 117.40 INVOICE: S0022888 100.30.4203.5501.
114672 AMAZON CAPITAL SERVICES
10/01/24 302698 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 1,069.76 INVOICE: 19M1-4QFX-GPXV 100.30.4204.5255.
10/01/24 302698 P 10/11/24 MAINTENANCE-RADIO COMM. 268.44 INVOICE: 19M1-4QFX-GPXV 100.30.4204.5606.
10/01/24 302698 P 10/11/24 MAINTENANCE-VEHICLES 325.18
INVOICE: 19M1-4QFX-GPXV 100.30.4204.5601.
10/01/24 302698 P 10/11/24 MAINTENANCE-VEHICLES 605.91
INVOICE: 19M1-4QFX-GPXV 100.30.4203.5601.
10/01/24 302698 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 79.68 INVOICE: 19M1-4QFX-GPXV 100.30.4203.5255.
10/01/24 302698 P 10/11/24 PROTECTIVE/SAFETY CLOTHIN 1,358.35 INVOICE: 19M1-4QFX-GPXV 100.30.4203.5272.
10/01/24 302698 P 10/11/24 SUPPLIES-OFFICE 172.31
INVOICE: 19M1-4QFX-GPXV 100.30.4201.5201.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 10/01/24 302698 P 10/11/24 CONTRACTUAL SERVICES 1,280.24 INVOICE: 19M1-4QFX-GPXV 100.30.4201.5303.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 53.85 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 37.69 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
10/01/24 302698 P 10/11/24 CONTRACTUAL SERVICES 1,050.47 INVOICE: 1RV9-371L-DC7G 100.10.4140.5303.
10/01/24 302698 P 10/11/24 CONTRACTUAL SERVICES 161.53
INVOICE: 1RV9-371L-DC7G 100.10.4140.5303.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 128.17 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 6.78 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 189.54 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
10/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 5.40 INVOICE: 1RV9-371L-DC7G 100.10.4140.5602.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 48.43 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 37.67 INVOICE: 14LD-7MDK-M634 100.10.4140.5602.
09/01/24 302698 P 10/11/24 CONTRACTUAL SERVICES 32.30
INVOICE: 14LD-7MDK-M634 100.10.4140.5303.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 1,118.45 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 223.49 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 MAINTENANCE-OFFICE EQUIPM 20.34 INVOICE: 14LD-7MDK-M634 100.10.4140.5602.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 160.46 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 17.22 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 319.85 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 745.28 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT -355.12 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
09/01/24 302698 P 10/11/24 DATA PROCESSING EQUIPMENT 16.14 INVOICE: 14LD-7MDK-M634 100.10.4140.5702.
106226 APPLIED TECHNOLOGY GROUP INC
10/01/24 302699 P 10/11/24 MAINTENANCE-RADIO COMM. 167.92 INVOICE: REC0102334 100.30.4204.5606.
106607 AT&T
09/25/24 302700 P 10/11/24 TELECOMMUNICATIONS 86.59
INVOICE: 000022343653 100.30.4201.5403.
09/25/24 302700 P 10/11/24 TELECOMMUNICATIONS 177.40
INVOICE: 000022343650 100.30.4201.5403.
09/25/24 302700 P 10/11/24 TELECOMMUNICATIONS 35.40
INVOICE: 000022343649 100.30.4201.5403.
114689 B3CK & COMPANY
09/17/24 302701 P 10/11/24 PROTECTIVE/SAFETY CLOTHIN 377.15 INVOICE: 6352 100.30.4203.5272.
114310 BACK ON THE ROAD AUTOMOBILE
09/30/24 302702 P 10/11/24 MAINTENANCE-VEHICLES 903.50
INVOICE: 2378 100.30.4203.5601.
107492 BATTERY SYSTEMS
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 10/02/24 302703 P 10/11/24 MAINTENANCE-VEHICLES 104.86
INVOICE: 28632410021152 100.30.4204.5601.
113248 BEATTY, IRINA
10/03/24 302704 P 10/11/24 SERVICES-CLASSES 1,100.00
INVOICE: 100324 100.40.4424.5351.
113890 BOONE PRINTING & GRAPHICS INC
09/12/24 302705 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 57.09 INVOICE: 100437 100.50.4305.5255.
09/24/24 302705 P 10/11/24 SUPPLIES-OFFICE 63.41
INVOICE: 100680 220.60.4303.5201.
10/04/24 302705 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 568.73 INVOICE: 100817 100.30.4203.5255.
10/04/24 302705 P 10/11/24 SUPPLIES-OFFICE 115.35
INVOICE: 100898 100.30.4201.5201.
115811 BOOT BARN INC
09/24/24 302706 P 10/11/24 BOOT ALLOWANCE 156.59
INVOICE: INV00405491 100.50.4320.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 151.70
INVOICE: INV00402955 220.60.4303.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 181.01
INVOICE: INV00402963 100.50.4301.5148.
09/24/24 302706 P 10/11/24 BOOT ALLOWANCE 195.74
INVOICE: INV00405490 220.60.4303.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 171.28
INVOICE: INV00402959 220.60.4303.5148.
09/24/24 302706 P 10/11/24 BOOT ALLOWANCE 166.38
INVOICE: INV00405492 220.60.4303.5148.
09/24/24 302706 P 10/11/24 BOOT ALLOWANCE 171.27
INVOICE: INV00405493 640.50.4711.5148.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 156.59
INVOICE: INV00402956 612.50.4610.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 171.27
INVOICE: INV00402957 640.50.4712.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 151.70
INVOICE: INV00402958 640.50.4712.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 171.27
INVOICE: INV00402960 640.50.4712.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 171.27
INVOICE: INV00402961 640.50.4712.5148.
09/16/24 302706 P 10/11/24 BOOT ALLOWANCE 141.91
INVOICE: INV00402962 612.50.4610.5148.
111497 BRENDLER JANITORIAL SERVICE
10/01/24 302707 P 10/11/24 JANITORIAL SERVICES 1,135.00 INVOICE: 4861 100.50.4308.5615.
10/01/24 302707 P 10/11/24 JANITORIAL SERVICES 500.00
INVOICE: 4861 100.30.4201.5615.
105726 BRENNTAG PACIFIC INC
10/08/24 302708 P 10/11/24 CHEMICAL SUPPLIES 1,859.79
INVOICE: BPI466167 640.50.4712.5274.
100087 BREZDEN PEST CONTROL, INC
10/01/24 302709 P 10/11/24 CONTRACTUAL SERVICES 103.00
INVOICE: 532278 100.50.4308.5303.
100090 BRISCO MILL & LUMBER YARD
09/09/24 302710 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 7.53 INVOICE: 189127 640.50.4712.5255.
09/10/24 302710 P 10/11/24 MAINTENANCE-LINES & PUMPS 29.58 INVOICE: 189128 640.50.4712.5610.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/12/24 302710 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 36.60 INVOICE: 189150 612.50.4610.5255.
09/18/24 302710 P 10/11/24 MAINTENANCE-VEHICLES 22.62
INVOICE: 189174 640.50.4712.5601.
09/16/24 302710 P 10/11/24 MAINTENANCE-VEHICLES 80.00
INVOICE: 189192 640.50.4712.5601.
09/16/24 302710 P 10/11/24 MAINTENANCE-VEHICLES 99.66
INVOICE: 189192 612.50.4610.5601.
09/24/24 302710 P 10/11/24 SMALL TOOLS 8.07
INVOICE: 189216 640.50.4712.5273.
08/30/24 302710 P 10/11/24 SMALL TOOLS 226.28
INVOICE: 189069 220.60.4303.5273.
09/03/24 302710 P 10/11/24 MAINTENANCE-GROUNDS 60.25
INVOICE: 189080 100.50.4320.5605.
09/04/24 302710 P 10/11/24 MAINTENANCE-GROUNDS 9.69
INVOICE: 189091 100.50.4320.5605.
09/12/24 302710 P 10/11/24 MAINTENANCE-GROUNDS 31.46
INVOICE: 189146 100.50.4320.5605.
100095 BURKE AND PACE OF AG, INC
10/03/24 302711 P 10/11/24 MAINTENANCE-STREETS & BRI 11.29 INVOICE: 2410-280448 220.60.4303.5613.
112669 BURT INDUSTRIAL SUPPLY INC
09/25/24 302712 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 100.00 INVOICE: 149590 640.50.4712.5255.
09/25/24 302712 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 85.86 INVOICE: 149590 612.50.4610.5255.
113129 CHARTER COMMUNICATIONS
09/14/24 302713 P 10/11/24 CONTRACTUAL SERVICES 61.38
INVOICE: 170564101091424 100.50.4307.5303.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION
112059 CINOWALT, KATHLEEN J
10/03/24 302714 P 10/11/24 SERVICES-CLASSES 99.20
INVOICE: 100324 100.40.4424.5351.
102223 CIO SOLUTIONS LP
09/30/24 302715 P 10/11/24 CONTRACTUAL SERVICES 3,816.00 INVOICE: 114438-124 100.10.4140.5303.
100288 CITY OF GROVER BEACH
10/03/24 302716 P 10/11/24 UTILITY BILLING 206.87
INVOICE: 100424 612.00.4000.4751.
115911 CLIFFORD MOSS LLC
10/01/24 302717 P 10/11/24 CONTRACTUAL SERVICES 7,500.00 INVOICE: 3022 100.10.4101.5303.
100171 CLINICAL LABORATORY OF
10/08/24 302718 P 10/11/24 WATER TREATMENT SERVICES 2,410.00 INVOICE: 1008803 640.50.4710.5310.
114515 CRISP IMAGING
10/08/24 302719 P 10/11/24 CONTRACTUAL SERVICES 34.87
INVOICE: 542433 640.50.4710.5303.
112568 CSG CONSULTANTS INC
08/01/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 22,467.35 INVOICE: B241309 100.20.4160.5303.
08/09/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 12,644.50
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: 57458 100.20.4160.5303.
08/01/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 540.00 INVOICE: F240941 100.20.4160.5303.
08/14/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 1,050.00 INVOICE: 57795 100.20.4160.5303.
09/16/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 1,400.00 INVOICE: 57875 100.20.4160.5303.
09/16/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 30,358.50 INVOICE: 57874 100.20.4160.5303.
09/19/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 12,882.72 INVOICE: B241498 - REV. 1 100.20.4160.5303.
09/03/24 20250024 302720 P 10/11/24 CONTRACTUAL SERVICES 337.50 INVOICE: F241056 100.20.4160.5303.
106653 DATAPROSE LLC
08/31/24 302721 P 10/11/24 POSTAGE/MAILING 1,888.24
INVOICE: DP2404133 640.50.4710.5208.
08/31/24 302721 P 10/11/24 POSTAGE/MAILING 38.09
INVOICE: DP2404133 100.10.4145.5208.
08/31/24 302721 P 10/11/24 CONTRACTUAL SERVICES 400.00
INVOICE: DP2404133 640.50.4710.5303.
08/31/24 302721 P 10/11/24 BANK CHARGES 542.36
INVOICE: DP2404133 640.50.4710.5555.
08/31/24 302721 P 10/11/24 BANK CHARGES 135.59
INVOICE: DP2404133 612.50.4610.5555.
09/30/24 302721 P 10/11/24 POSTAGE/MAILING 1,561.21
INVOICE: DP2404658 640.50.4710.5208.
09/30/24 302721 P 10/11/24 POSTAGE/MAILING 31.52
INVOICE: DP2404658 100.10.4145.5208.
09/30/24 302721 P 10/11/24 CONTRACTUAL SERVICES 400.00
INVOICE: DP2404658 640.50.4710.5303.
09/30/24 302721 P 10/11/24 BANK CHARGES 491.12
INVOICE: DP2404658 640.50.4710.5555.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/30/24 302721 P 10/11/24 BANK CHARGES 122.78
INVOICE: DP2404658 612.50.4610.5555.
100722 DELTA DENTAL
10/01/24 302722 P 10/11/24 DENTAL INSURANCE 7,871.00
INVOICE: BE006260030 110.00.0000.2110.
10/01/24 302722 P 10/11/24 DENTAL INSURANCE 2,361.30
INVOICE: BE006260030 100.10.4099.5132.
109523 DIVIS. OF THE STATE ARCHITECT
10/03/24 302723 P 10/11/24 BUSINESS LICENSE TAX 89.00
INVOICE: 100124 100.00.4000.4050.
10/03/24 302723 P 10/11/24 STATE SB 1186 FEE -62.30
INVOICE: 100124 100.00.0000.2231.
114438 DOOMSDAY SKATE LLC
10/03/24 302724 P 10/11/24 SERVICES-CLASSES 400.00
INVOICE: 100324 100.40.4424.5351.
107743 FAMCON PIPE AND SUPPLY INC
10/04/24 302725 P 10/11/24 MAINTENANCE-LINES & PUMPS 482.63 INVOICE: S100139051.001 640.50.4712.5610.
101884 FASTENAL COMPANY
09/25/24 302726 P 10/11/24 MAINTENANCE-GROUNDS 1,505.01 INVOICE: CABAR132068 100.50.4320.5605.
116290 FISSELL, MARLENE
10/03/24 302727 P 10/11/24 SERVICES-CLASSES 147.00
INVOICE: 100324 100.40.4424.5351.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 0 113533 FIVE CITIES DUPLICATE BRIDGE
10/03/24 302728 P 10/11/24 SERVICES-CLASSES 1,277.50
INVOICE: 100324 100.40.4424.5351.
109852 GABEL, MARY JO
10/03/24 302729 P 10/11/24 SERVICES-CLASSES 1,183.00
INVOICE: 100324 100.40.4424.5351.
107481 GALLS, LLC
10/02/24 302730 P 10/11/24 PROTECTIVE/SAFETY CLOTHIN 189.81 INVOICE: 029243739 100.30.4203.5272.
102813 GRAINGER, INC
09/24/24 302731 P 10/11/24 SMALL TOOLS 24.52
INVOICE: 9259759224 640.50.4712.5273.
111838 GSI WATER SOLUTIONS
08/14/24 20250020 302732 P 10/11/24 CONTRACTUAL SERVICES 8,028.97 INVOICE: 00672.010-11 640.50.4710.5303.
115745 H&E EQUIPMENT SERVICES
09/30/24 302733 P 10/11/24 RENT-EQUIPMENT 1,029.19
INVOICE: 99717789 640.50.4712.5552.
100292 HACH COMPANY
09/18/24 302734 P 10/11/24 CHEMICAL SUPPLIES 302.84
INVOICE: 14192111 640.50.4712.5274.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION
114171 HEALTH AND HUMAN RESOURCE CTR
09/06/24 302735 P 10/11/24 EMPLOYEE ASSISTANCE PROGR 197.64 INVOICE: E0328197 100.10.4145.5147.
09/06/24 302735 P 10/11/24 ACCOUNTS RECEIVABLE - FCF 49.41 INVOICE: E0328197 100.00.0000.1111.
100726 ICMA RETIREMENT CORP, PLAN ID 302419
10/04/24 302773 T 10/11/24 DEFERRED COMPENSATION 5,312.60 INVOICE: 6250459 110.00.0000.2117.
10/04/24 302773 T 10/11/24 DEFERRED COMPENSATION 13,303.72 INVOICE: 6250459 110.00.0000.2117.
10/04/24 302773 T 10/11/24 DEFERRED COMPENSATION 916.66 INVOICE: 6250459 110.00.0000.2117.
10/04/24 302773 T 10/11/24 DEFERRED COMPENSATION 135.00 INVOICE: 6250459 110.00.0000.2117.
10/04/24 302773 T 10/11/24 DEFERRED COMPENSATION 480.50 INVOICE: 6250459 110.00.0000.2117.
108947 ICONIX WATERWORKS (US) INC
09/25/24 302736 P 10/11/24 SMALL TOOLS 200.00
INVOICE: U2416041086 640.50.4712.5273.
09/25/24 302736 P 10/11/24 MAINTENANCE-LINES & PUMPS 1,232.08 INVOICE: U2416041086 640.50.4712.5610.
100208 JB DEWAR, INC
09/30/24 302737 P 10/11/24 GAS & OIL 19.38
INVOICE: 358685 100.30.4203.5608.
115534 KELLER, KAYLYN
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 10/03/24 302738 P 10/11/24 SERVICES-CLASSES 185.50
INVOICE: 100324 100.40.4424.5351.
115804 KTUA
08/26/24 20250026 302739 P 10/11/24 CONCEPT STUDIES 9,135.00 INVOICE: 36422 350.50.5695.7701.
09/25/24 20250026 302739 P 10/11/24 CONCEPT STUDIES 27,282.50 INVOICE: 36521 350.50.5695.7701.
114764 LEONG, PRINCESS
10/03/24 302740 P 10/11/24 SERVICES-CLASSES 220.00
INVOICE: 100324 100.40.4424.5351.
110108 LEVEL 3 COMMUNICATIONS LLC
09/17/24 302741 P 10/11/24 TELECOMMUNICATIONS 5,593.12
INVOICE: 704676838 100.30.4201.5403.
09/17/24 302741 P 10/11/24 UTILITIES 105.85
INVOICE: 704676838 100.10.4145.5401.
09/17/24 302741 P 10/11/24 UTILITIES -2,082.40
INVOICE: 704676838 100.10.4145.5401.
100393 LUCIA MAR UNIFIED SCHOOL DIST
09/25/24 302742 P 10/11/24 SERVICES-CLASSES 240.00
INVOICE: 250105 100.40.4424.5351.
102635 MANGIARDI, HEIDY
10/03/24 302743 P 10/11/24 SERVICES-CLASSES 1,396.50
INVOICE: 100324 100.40.4424.5351.
116321 MILITARY NAMES LLC
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 09/20/24 302744 P 10/11/24 PROTECTIVE/SAFETY CLOTHIN 152.00 INVOICE: 181712 100.30.4203.5272.
100429 MINER'S ACE HARDWARE, INC
10/01/24 302745 P 10/11/24 MAINTENANCE-GROUNDS 85.26
INVOICE: 615492 100.50.4320.5605.
10/01/24 302745 P 10/11/24 MAINTENANCE-GROUNDS 178.05
INVOICE: 615502 100.50.4320.5605.
10/02/24 302745 P 10/11/24 MAINTENANCE-BUILDINGS 16.30
INVOICE: 615601 100.50.4308.5604.
10/02/24 302745 P 10/11/24 MAINTENANCE-BUILDINGS 15.69
INVOICE: 615604 100.50.4308.5604.
10/02/24 302745 P 10/11/24 MAINTENANCE-GROUNDS 27.99
INVOICE: 615606 100.50.4320.5605.
10/04/24 302745 P 10/11/24 CHEMICAL SUPPLIES 34.44
INVOICE: 615706 640.50.4712.5274.
10/03/24 302745 P 10/11/24 MAINTENANCE-BUILDINGS 71.69
INVOICE: 615644 100.30.4201.5604.
10/07/24 302745 P 10/11/24 MAINTENANCE-BUILDINGS 45.22
INVOICE: 615865 100.30.4201.5604.
10/09/24 302745 P 10/11/24 SMALL TOOLS 62.62
INVOICE: 615967 100.50.4301.5273.
09/25/24 302745 P 10/11/24 SMALL TOOLS 21.54
INVOICE: 615188 100.50.4301.5273.
09/16/24 302745 P 10/11/24 SMALL TOOLS 9.69
INVOICE: 614667 100.50.4301.5273.
09/16/24 302745 P 10/11/24 SMALL TOOLS 9.69
INVOICE: 614630 100.50.4301.5273.
09/09/24 302745 P 10/11/24 SMALL TOOLS 429.72
INVOICE: 614221 100.50.4301.5273.
115783 MINTIER HARNISH LP
08/28/24 20250025 302746 P 10/11/24 CONTRACTUAL SERVICES 4,878.50
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION INVOICE: AGGPU-15 100.20.4130.5303.
09/18/24 20250025 302746 P 10/11/24 CONTRACTUAL SERVICES 7,997.01 INVOICE: AGGPU-16 100.20.4130.5303.
107053 MNS ENGINEERS INC
08/15/24 302747 P 10/11/24 CONTRACTUAL SERVICES 530.00
INVOICE: 87121 100.50.4301.5303.
08/15/24 302747 P 10/11/24 CONTRACTUAL SERVICES 540.93
INVOICE: 87122 100.50.4301.5303.
114042 NELSON, NICCOLA
10/03/24 302748 P 10/11/24 SERVICES-CLASSES 425.60
INVOICE: 100324 100.40.4424.5351.
115354 NICKUM, DAVID
08/26/24 302749 P 10/11/24 SPEC.INT.CLASSES 80.00
INVOICE: 01-43138 100.00.4000.4605.
107054 NORTH COAST ENGINEERING INC
08/31/24 20250028 302750 P 10/11/24 DESIGN & SURVEY 52,491.25 INVOICE: 45280 350.50.5606.7501.
999999 ONE TIME PAY
10/02/24 302752 P 10/11/24 REBATES 5,000.00
INVOICE: 98-11500-02 226.50.4306.5554.
10/02/24 302753 P 10/11/24 SPEC.INT.CLASSES 255.00
INVOICE: 01-43941 100.00.4000.4605.
07/12/24 302751 P 10/11/24 BUILDING PERMIT 599.00
INVOICE: 01-42316 100.00.4000.4181.
07/12/24 302751 P 10/11/24 DEPOSITS-SMIP 4.55
INVOICE: 01-42316 100.00.0000.2208.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 07/12/24 302751 P 10/11/24 DEPOSITS--STATE GREEN BLD 2.00 INVOICE: 01-42316 100.00.0000.2223.
07/12/24 302751 P 10/11/24 GENERAL PLAN UPDATE FEE 18.17 INVOICE: 01-42316 100.00.4000.4521.
07/12/24 302751 P 10/11/24 TECHNOLOGY FEE 12.11
INVOICE: 01-42316 100.00.4000.4522.
999997 ONE TIME PAY REFUND
10/03/24 302755 P 10/11/24 DEPOSIT RENTERS 274.66
INVOICE: 00022587 640.00.0000.2301.
10/03/24 302754 P 10/11/24 DEPOSIT RENTERS 765.36
INVOICE: 00027930 640.00.0000.2301.
113093 RAINSCAPE
10/01/24 302756 P 10/11/24 PROFESSIONAL SERVICES 484.37 INVOICE: 072914 216.50.4560.5304.
10/01/24 302756 P 10/11/24 PROFESSIONAL SERVICES 1,201.41 INVOICE: 072915 219.50.4560.5304.
104340 SCHMIDT, TUCKER
09/23/24 302757 P 10/11/24 BOOT ALLOWANCE 120.00
INVOICE: 092324 640.50.4711.5148.
100562 SLO COUNTY TAX COLLECTOR
10/07/24 302758 P 10/11/24 PROPERTY TAXES 2,470.00
INVOICE: 224/25 007-192-060 751.10.4555.5551.
100602 SOUTH SLO COUNTY SANIT DIST
07/31/24 302759 P 10/11/24 DEPOSITS-SEWER SVC CHG-S. 207,546.43 INVOICE: 073124 760.00.0000.2304.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 07/31/24 302759 P 10/11/24 DEPOSIT-SEWER HOOKUPS-S.D 5,568.00 INVOICE: 073124 760.00.0000.2305.
07/31/24 302759 P 10/11/24 UTILITIES 105.72
INVOICE: 073124 100.10.4145.5401.
08/31/24 302759 P 10/11/24 DEPOSITS-SEWER SVC CHG-S. 250,872.18 INVOICE: 083124 760.00.0000.2304.
08/31/24 302759 P 10/11/24 DEPOSIT-SEWER HOOKUPS-S.D 4,950.00 INVOICE: 083124 760.00.0000.2305.
08/31/24 302759 P 10/11/24 UTILITIES 105.72
INVOICE: 083124 100.10.4145.5401.
09/30/24 302759 P 10/11/24 DEPOSITS-SEWER SVC CHG-S. 190,746.52 INVOICE: 093024 760.00.0000.2304.
09/30/24 302759 P 10/11/24 UTILITIES 105.72
INVOICE: 093024 100.10.4145.5401.
104393 SP MAINTENANCE SERVICES, INC
09/30/24 302760 P 10/11/24 CONTRACTUAL SERVICES 7,342.50 INVOICE: 95032 220.60.4303.5303.
09/30/24 302760 P 10/11/24 CONTRACTUAL SERVICES 7,342.50 INVOICE: 95032 100.50.4307.5303.
100733 STANDARD INSURANCE CO
10/04/24 302761 P 10/11/24 LIFE INSURANCE 2,878.30
INVOICE: 643870 Oct2024 110.00.0000.2113.
110017 TRANSUNION RISK
10/01/24 302762 P 10/11/24 MAINTENANCE-COMPUTER SOFT 75.00 INVOICE: 45601-202409-1 100.30.4204.5607.
106551 UNITED STAFFING ASSOC.
10/02/24 302763 P 10/11/24 CONTRACTUAL SERVICES 928.28
INVOICE: 243042 100.50.4320.5303.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION
109403 US BANK OF CALIFORNIA
10/04/24 302774 T 10/11/24 PARS RETIREMENT 849.66
INVOICE: PPE 09.26.24 110.00.0000.2107.
10/04/24 302774 T 10/11/24 PARS RETIREMENT 212.42
INVOICE: PPE 09.26.24 110.00.0000.2107.
109528 USDA
04/18/24 302775 T 10/11/24 DEBT- INTEREST PAYMENT 15,656.25 INVOICE: 040124 472.10.4101.5802.
10/01/24 302776 T 10/11/24 DEBT- PRINCIPAL PAYMENT 36,000.00 INVOICE: 100124 472.10.4101.5801.
10/01/24 302776 T 10/11/24 DEBT- INTEREST PAYMENT 15,656.25 INVOICE: 100124 472.10.4101.5802.
100677 VALKO, PEGGY
10/03/24 302764 P 10/11/24 SERVICES-CLASSES 446.40
INVOICE: 100324 100.40.4424.5351.
115999 VIGILANT SOLUTIONS LLC
10/02/24 302765 P 10/11/24 MACHINERY & EQUIPMENT 2,600.00 INVOICE: 60024 RI 271.30.4202.6201.
100737 VISION SERVICE PLAN
10/04/24 302766 P 10/11/24 VISION INSURANCE 2,101.90
INVOICE: 821311050 110.00.0000.2119.
10/04/24 302766 P 10/11/24 VISION INSURANCE 661.45
INVOICE: 821311050 100.10.4099.5133.
109908 VISIT SLO CAL
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 08/31/24 302767 P 10/11/24 DUE TO COUNTY OF SLO 21,748.69 INVOICE: 043646 761.00.0000.2007.
08/31/24 302767 P 10/11/24 COUNTY TMD ASSESSMNT ADMI -434.97 INVOICE: 043646 100.00.4000.4771.
114446 VITAL RECORDS CONTROL
09/30/24 302768 P 10/11/24 CONTRACTUAL SERVICES 119.43
INVOICE: 4521434 100.30.4201.5303.
100685 WALLACE GROUP A CALIF CORP
08/22/24 20250031 302769 P 10/11/24 CONTRACTUAL SERVICES 6,404.52 INVOICE: 63072 100.50.4301.5303.
102609 WATERBOYS PLUMBING
09/06/24 302770 P 10/11/24 MAINTENANCE-BUILDINGS 471.50 INVOICE: 31487 100.50.4308.5604.
100699 WILSON ELECTRIC COMPANY INC, LEE
08/29/24 302771 P 10/11/24 CONTRACTUAL SERVICES 1,635.00 INVOICE: 2408 220.60.4303.5303.
08/29/24 302771 P 10/11/24 MAINTENANCE-STREETS & BRI 330.91 INVOICE: 3704 220.60.4303.5613.
09/11/24 302771 P 10/11/24 MAINTENANCE-STREETS & BRI 275.13 INVOICE: 3705 220.60.4303.5613.
110816 WINEMA INDUSTRIAL &
10/02/24 302772 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 300.00 INVOICE: 6623 612.50.4610.5255.
10/02/24 302772 P 10/11/24 SPECIAL DEPARTMENT SUPPLI 140.45 INVOICE: 6623 640.50.4712.5255.
City of Arroyo Grande
PAID INVOICES REPORT
Report generated: 10/30/2024 17:42
User: lhorejsi
Program ID: appdwarr
INV GROUP:101124 TO FISCAL 2025/04 07/01/2024 TO 06/30/2025
VENDOR NAME
INV DATE PO CHECK NO T CHK DATE GL ACCOUNT GL ACCOUNT DESCRIPTION 10/02/24 302772 P 10/11/24 MAINTENANCE-MACH & EQUIP 95.00 INVOICE: 6623 612.50.4610.5603.
REPORT TOTALS 1,073,045.41
COUNT AMOUNT
TOTAL PRINTED CHECKS 77 984,522.35
TOTAL EFT TRANSFERS 4 88,523.06
** END OF REPORT - Generated by Lynda Horejsi **
.
General Fund 443,596.68 5101 Salaries Full time 296,642.37 Streets Fund 16,823.24 5101 Volunteer Employee Retirement - Sewer Fund 15,897.83 5102 Salaries Part-Time - PPT 7,893.77 Water Fund 25,169.71 5103 Salaries Part-Time - TPT 5,470.04 501,487.46 5105 Salaries OverTime 16,276.68
5106 Salaries Strike Team OT -
5107 Salaries Standby 2,000.70
5108 Holiday Pay 10,214.82
5109 Sick Pay 7,839.88
Administrative Services - 5110 Annual Leave Buyback -
Information Services - 5111 Vacation Buyback -
Community Development - 5112 Sick Leave Buyback -
Police 14,377.54 5113 Vacation Pay 5,040.81
Public Works - Maintenance 992.60 5114 Comp Pay 2,803.57 Public Works - Enterprise 906.54 5115 Annual Leave Pay 12,199.60 Recreation - Administration - 5116 Salaries - Police FTO 553.44 Recreation - Special Events - 5121 PERS Retirement 41,606.83 16,276.68 5122 Social Security 25,602.32
5123 PARS Retirement 199.95
5126 State Disability Ins. 3,963.27
5127 Deferred Compensation 766.66
5131 Health Insurance 55,259.20
5132 Dental Insurance 3,109.42
5133 Vision Insurance 821.98
5134 Life Insurance 400.26
5135 Long Term Disability 390.31
5137 Leave Payouts -
5142 Unemployment Insurance -
5143 Uniform Allowance -
5144 Car Allowance 887.50
5146 Council Expense
5147 Employee Assistance -
5148 Boot Allowance -
5149 Motor Pay 161.58
5150 Bi-Lingual Pay 175.00
5151 Cell Phone Allowance 1,207.50
501,487.46
OVERTIME BY DEPARTMENT:
CITY OF ARROYO GRANDE
DEPARTMENTAL LABOR DISTRIBUTION
PAY PERIOD
09/13/24 - 09/26/2024
10/4/2024
BY FUND BY ACCOUNT
ATTACHMENT 2
Item 9.b.
MEMORANDUM
TO: City Council
FROM: Nicole Valentine, Administrative Services Director BY: Lynda Horejsi, Accounting Manager
SUBJECT: Statement of Investment Deposits for September 2024 DATE: November 12, 2024
RECOMMENDATION:
Receive and file the attached report listing investment deposits of the City of Arroyo Grande as of September 30, 2024, as required by Government Code Section 53646(b).
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
There is no funding impact on the City related to these reports. However, the City does receive interest revenue based on the interest rate of the investments. Little to no future staff time is projected.
BACKGROUND:
The Administrative Services department has historically submitted to the City Council a monthly report providing the following information:
1. Type of investment.
2. Financial institution (bank, savings and loan, broker, etc.).
3. Date of maturity.
4. Principal amount.
5. Rate of interest.
6. Current market value for all securities having a maturity of more than 12 months.
7. Relationship of the monthly report to the annual statement of investment policy.
ANALYSIS OF ISSUES:
This report represents the City’s investments as of September 30, 2024, and includes all investments managed by the City. As of September 30, 2024, the investment portfolio complied with all State laws and the City’s investment policy.
Item 9.b.
City Council
Statement of Investment Deposits for September 2024
November 12, 2024
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Approve staff’s recommendation to receive and file the attached report listing the investment deposits;
2. Do not approve staff’s recommendation; or
3. Provide other direction to staff.
ADVANTAGES:
Safety of principal is the foremost objective of the City. Investments are undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio.
DISADVANTAGES:
Some level of risk is present in any investment transaction. Losses could be incurred due to market price changes, technical cash flow complications such as the need to withdraw a non-negotiable Time Certificate of Deposit early, or even the default of an issuer. To minimize such risks, diversification of the investment portfolio by institution and by investment instruments are being used as much as is practical and prudent.
ENVIRONMENTAL REVIEW:
The Statement of Investment Deposits is not a project subject to the California Environmental Quality Act (“CEQA”) because it has no potential to result in either a direct, or reasonably foreseeable indirect, physical change in the environment. (State CEQA Guidelines, §§ 15060, subd. (c)(2)-(3), 15378).
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2.
ATTACHMENTS:
1. Portfolio Summary: September 30, 2024
ATTACHMENT 1
300 E. Branch St.
Arroyo Grande, CA 93420
Phone: (805) 473-5400
CITY OF ARROYO GRANDE
Portfolio Summary
September 30, 2024
Investments Principal Value Current Market Value Interest Rate Date of Purchase Term Maturity Date % of Portfolio Local Agency Investment Fund $ 5,278,114.43 5,278,114.43 $ 4.575% 18.388% Certificates of Deposit
Pacific Premier Bank 249,000.00 249,000.00 4.880% February 21, 2024 12 mos February 21, 2025 0.868% Mountain America Federal Credit Union 249,000.00 249,000.00 4.750% October 14, 2022 24 mos October 15, 2024 0.868% Enerbank USA 247,000.00 247,000.00 1.850% October 25, 2019 60 mos October 25, 2024 0.861% Wells Fargo Bank 249,000.00 249,000.00 4.600% October 28, 2022 24 mos October 28, 2024 0.868% Beal Bk Plano TX 247,000.00 247,000.00 1.350% March 26, 2022 36 mos March 26, 2025 0.861% Beal Bk Las Vegas NV 247,000.00 247,000.00 1.250% March 26, 2022 36 mos March 26, 2025 0.861% First Technology Federal 248,000.00 248,000.00 5.000% April 14, 2023 24 mos April 14, 2025 0.864% Flagstar Bank 245,000.00 245,000.00 0.850% May 15, 2020 60 mos May 15, 2025 0.854% American Express National Bank 246,000.00 246,000.00 3.100% May 25, 2022 36 mos May 25, 2025 0.857% New York Community Bank 249,000.00 249,000.00 0.550% July 1, 2021 48 mos July 1, 2025 0.868% Chief Financial Federal Credit Union 249,000.00 249,000.00 4.600% October 12, 2022 36 mos October 14, 2025 0.868% Live Oak Bank 249,000.00 249,000.00 3.150% May 25, 2022 48 mos May 26, 2026 0.868% UBS Bank USA 249,000.00 249,000.00 0.900% July 21, 2021 60 mos July 21, 2026 0.868% Toyota Financial Savings Bank 248,000.00 248,000.00 0.950% July 22, 2021 60 mos July 22, 2026 0.864% Chartway Federal Credit Union 248,000.00 248,000.00 5.250% July 28, 2023 60 mos July 28, 2026 0.864% California Credit Union Glendale 243,000.00 243,000.00 5.450% October 26, 2023 36 mos October 26, 2026 0.847% Alliant Credit Union 248,000.00 248,000.00 5.500% November 15, 2023 36 mos November 16, 2026 0.864% Bank United NA 249,000.00 249,000.00 1.350% December 8, 2021 60 mos December 8, 2026 0.868% Capital One Bank USA 248,000.00 248,000.00 1.250% December 8, 2021 60 mos December 8, 2026 0.864% Discover Bank 246,000.00 246,000.00 3.200% May 18, 2022 60 mos May 19, 2027 0.857% United Teletech Financial Credit Union 248,000.00 248,000.00 3.500% November 8, 2023 53 mos April 1, 2028 0.864% Morgan Stanley Bank 244,000.00 244,000.00 4.650% April 6, 2023 60 mos April 6, 2028 0.850% Maine Savings Federal Credit Union 249,000.00 249,000.00 4.800% July 21, 2023 60 mos July 21, 2028 0.868% Bank Hapoalim BM New York 244,000.00 244,000.00 4.600% May 21, 2024 60 mos May 21, 2029 0.850% Morgan Stanley Private Bank 244,000.00 244,000.00 4.650% May 22, 2024 60 mos May 22, 2029 0.850% Total Certificates of Deposit 6,182,000.00 6,182,000.00 21.544% Agency Bonds
Federal Home Loan Bank 499,252.43 520,795.73 1.000% July 19, 2022 29 mos December 20, 2024 1.739% Federal Farm Credit Bank 998,431.00 982,846.43 0.430% March 17, 2021 48 mos March 3, 2025 3.479% Federal Natl Mortgage Assn 1,000,000.00 967,182.90 0.500% October 20, 2020 60 mos October 20, 2025 3.484% Federal Home Loan Bank 999,500.00 957,847.22 0.800% March 17, 2021 60 mos March 10, 2026 3.482% Federal Home Loan Bank 994,396.00 968,919.69 2.400% March 17, 2021 72 mos March 29, 2027 3.464% Federal Home Loan Bank 500,000.00 494,005.39 3.375% May 17, 2022 60 mos May 17, 2027 1.742% Federal Agriculture Mortgage Corp 2,029,036.00 2,088,081.24 4.320% May 17, 2024 60 mos April 26, 2029 7.068% Total Agency Bonds 6,979,678.60 7,020,615.43 24.458%
ATTACHMENT 1
300 E. Branch St.
Arroyo Grande, CA 93420
Phone: (805) 473-5400
CITY OF ARROYO GRANDE
Portfolio Summary
September 30, 2024
Investments Principal Value Current Market Value Interest Rate Date of Purchase Term Maturity Date % of Portfolio Municipal Bonds
California State GO Various Purp Bond 491,810.00 $ 491,355.00 $ 3.100% May 12, 2022 47 mos April 1, 2026 1.713% California State Taxable GO Unlimited 1,256,116.00 1,333,072.20 3.500% November 1, 2023 53 mos April 1, 2028 4.376% Total Municipal Bonds 1,824,427.20 1,747,926.00 6.089%
Treasury Obligations
U.S. Treasury 365 -Day Bill 4,999,380.89 5,028,142.70 5.000% August 22, 2024 3 mos November 29, 2024 17.416% U.S. Treasury BL-2024 Series 2,489,952.50 2,499,023.45 4.500% March 4, 2024 9 mos November 30, 2024 8.674% U.S. Treasury Z-2026 Series 984,728.00 953,750.00 1.100% December 6, 2021 53 mos May 31, 2026 3.431% Total Treasury Obligations 8,480,916.15 8,474,061.39 29.521% TOTAL INVESTMENTS $ 28,745,136.38 28,702,717.25 $ 100.000%
1 Item 9.c.
ACTION MINUTES
REGULAR MEETING OF THE CITY COUNCIL
October 22, 2024, 5:00 p.m.
Hybrid City Council Chamber/Virtual Zoom Meeting
215 East Branch Street, Arroyo Grande
Council Members Present: Mayor Pro Tem Guthrie, Council Member Barneich, Council Member George, Council
Member Secrest
Council Members Absent: Mayor Ray Russom
Staff Present: City Clerk Jessica Matson, City Attorney Isaac Rosen, City Manager Matthew Downing,
Assistant City Manager/Public Works Director
Bill Robeson, Administrative Services Director
Nicole Valentine, Community Development
Director Brian Pedrotti, City Engineer
Shannon Sweeney
This meeting was conducted in a hybrid in-person/virtual format.
CLOSED SESSION MEETING 5:00 P.M.:
1. CALL TO ORDER
Mayor Pro Tem Guthrie called the meeting to order at 5:00 p.m.
2. ROLL CALL
City Clerk Matson took roll call. Mayor Ray Russom was absent.
3. FLAG SALUTE
Mayor Pro Tem Guthrie led the flag salute.
4. PUBLIC COMMENT ON CLOSED SESSION ITEMS
Mayor Pro Tem Guthrie invited public comment. No public comments were received.
5. CLOSED SESSION
City Attorney Rosen announced that the City Council will recess to a closed session for the following and will report any reportable action at the City Council Regular meeting at 6:00 p.m.:
a) CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION:
2 Item 9.c.
Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Section 54956.9: 1 potential case
City Council adjourned to Closed Session at 5:01 p.m.
6. ADJOURNMENT
City Council adjourned Closed Session at 5:59 p.m.
REGULAR MEETING 6:00 P.M.
_____________________________________________________________________
1. CALL TO ORDER
Mayor Pro Tem Guthrie called the Regular City Council Meeting to order at 6:01 p.m.
2. ROLL CALL
City Clerk Matson took roll call. Mayor Ray Russom was absent.
3. MOMENT OF REFLECTION
4. FLAG SALUTE
Bruce Blair, California Central Coast Cops 'N Kids, led the flag salute and spoke about the upcoming event on November 3, 2024 at Soto Sports Complex.
5. AGENDA REVIEW
5.a Closed Session Announcements
City Attorney Rosen reported out from the following meeting:
October 22, 2024
CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION:
Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Section 54956.9:
1 potential case
City Attorney Rosen announced that there was no reportable action.
5.b Ordinances read in title only
None.
6. SPECIAL PRESENTATIONS
6.a Honorary Proclamation Recognizing November 2024 as "National Native American & Indigenous Peoples Heritage Month"
Mayor Pro Tem Guthrie presented the Proclamation recognizing November 2024 as "National Native American & Indigenous Peoples Heritage Month". Mona Tucker, Tribal Chair with yak tityu tityu yak tiłhini Northern Chumash Tribe, accepted the Proclamation.
3 Item 9.c.
6.b 5Cities Homeless Coalition Operations Update
Janna Nichols, 5Cities Homeless Coalition, provided an update on operations including the Warming Shelter in Arroyo Grande; and responded to questions from Council.
Council commended 5Cities Homeless Coalition for their work in the community.
No action was taken on this item.
6.c City Manager Communications
City Manager Downing provided information regarding the recent Five Cities Fire Authority Open House and its attendance; the Halloween Carnival Chaos event; General Plan mapping survey on General Plan website planarroyogrande.com; and the fire and law enforcement response to the Spruce Street incident.
No action was taken on this item.
7. CITY COUNCIL REPORTS
The City Council provided brief reports from the following committee, commission, board, or other subcommittee meetings that they attended as the City’s appointed representative.
7.a MAYOR PRO TEM GUTHRIE:
1. County Water Resources Advisory Committee (WRAC)
2. Council of Governments/Regional Transit Authority/ South County Transit (SLOCOG/SLORTA/SCT)
3. Integrated Waste Management Authority Board (IWMA)
4. REACH Economic Development Roundtable
5. Other
7.b COUNCIL MEMBER BARNEICH:
1. Audit Committee
2. Homeless Services Oversight Council (HSOC)
3. Zone 3 Water Advisory Board
4. Other
7.c COUNCIL MEMBER GEORGE:
1. Five Cities Fire Authority
2. Visit SLO CAL Advisory Board
3. Other
4 Item 9.c.
7.d COUNCIL MEMBER SECREST:
1. Air Pollution Control District (APCD)
2. South County Chambers of Commerce Governmental Affairs Committee
3. Other
8. COMMUNITY COMMENTS AND SUGGESTIONS
Mayor Pro Tem Guthrie invited public comment. Speaking from the public were Michael Punsalon, Marlea Harmon, Gaea Powell. Mayor Pro Tem Guthrie gave commenter Powell three warnings at the conclusion of the one-minute comment period. Mayor Pro Tem Guthrie called a 5-minute recess in accordance with Government Code Section 54957.95 regarding disruptions.
The Council went on recess from 6:46 pm - 6:51 pm.
Public comment continued. Speaking from the public were Garry Schmidt, No Name Provided, No Name Provided. No further public comments were received.
City Attorney Rosen responded to questions from the Council.
9. CONSENT AGENDA
Mayor Pro Tem Guthrie asked the Council if there were any questions or any items to be pulled from the consent agenda for further discussion. There were none.
Mayor Pro Tem Guthrie invited public comment. No public comments were received.
Council Member Barneich provided comments on Item 9.g.
Moved by Council Member Barneich
Seconded by Council Member Secrest
Approve Consent Agenda Items 9.a. through 9.g., with the recommended courses of action.
AYES (4): Council Member Barneich, Council Member Secrest, Council Member George, and Mayor Pro Tem Guthrie
ABSENT (1): Mayor Ray Russom
Passed (4 to 0)
9.a Cash Disbursement Ratification
Reviewed and ratified the listing of cash disbursements for the period of September 16 through September 30, 2024.
9.b Approval of Minutes
Approved the minutes of the Regular City Council Meeting of October 8, 2024, as submitted.
9.c Notice of Award, 2024 Streets Repair Project, PW 2024-01
5 Item 9.c.
1) Awarded a construction contract for the 2024 Streets Repair Project to Papich Construction, Inc. (Papich) for $3,999,889; and
2) Authorized the City Manager to approve change orders of 10% of the contract amount, $399,989.90, for unanticipated costs during the construction phase of the 2024 Streets Repair Project.
9.d Accept the 2022 Street Repairs Project PW 2022-05
1) Accepted improvements as constructed by JJ Fisher Construction, Inc., in accordance with the specifications for the 2022 Street Repairs Project, PW 2022-05; 2) Directed staff to file a Notice of Completion; and
3) Authorized release of retention thirty-five (35) days after the Notice of Completion has been recorded if no liens have been filed.
9.e Monthly Water Supply and Demand Update
Received and filed the Monthly Water Supply and Demand Update.
9.f General Plan Update Progress Report – October 2024
Received an updated on the status of the Comprehensive General Plan Update project.
9.g Consider Commitment of Grant Authorization to Housing Authority of San Luis Obispo, for Additional Funding of a 63-Unit Affordable Housing Project at 700 Oak Park Blvd Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE committing A NOT-TOO-EXCEED AMOUNT OF $630,000,
AUTHORIZING A BUDGET ADJUSTMENT FROM THE AFFORDABLE HOUSING TRUST
FUND IN THAT AMOUNT, AND AUTHORIZING THE CITY MANAGER TO DEVELOP A
GRANT AGREEMENT AND ANY ASSOCIATED DOCUMENTS, WITH THE HOUSING
AUTHORITY OF SAN LUIS OBISPO FOR DESIGN, FUNDING, CONSTRUCTION, AND MANAGEMENT OF A 63-UNIT AFFORDABLE HOUSING PROJECT AT 700 OAK PARK BLVD, ARROYO GRANDE"; Authorized a budget adjustment request in a not-to-exceed amount of $630,000 from the Affordable Housing Trust Fund; and Authorized the City Manager to negotiate a grant agreement and any other associated documents, between the City and HASLO, establishing the terms of the grant for a total commitment and not-to-exceed amount of $630,000.
10. PUBLIC HEARINGS
None.
11. BUSINESS ITEMS
11.a Active Transportation Plan Progress Report
Community Development Director Pedrotti introduced the item. Jacob Leon, KTU&A Consultant, presented the report. Director Pedrotti and Mr. Leon responded to questions from the Council.
6 Item 9.c.
Mayor Pro Tem Guthrie invited public comment. Speaking from the public were No Name Provided, Aileen Loe. No further public comments were received.
Council provided comments on the Plan including adopting the Plan and adding to the Capital Improvement Program; including The Pike in the Plan; emphasizing safe commuting for students at the high school; and emphasizing a further look at Grand Ave safety.
No action was taken on this item.
12. COUNCIL COMMUNICATIONS
Mayor Pro Tem Guthrie commented on his attendance at the League of California Cities Annual Conference.
13. ADJOURNMENT
There being no further business to come before the City Council, Mayor Pro Tem Guthrie adjourned the meeting at 7:37 pm.
_________________________
Caren Ray Russom, Mayor
ATTEST:
_________________________
Jessica Matson, City Clerk
Item 9.d.
MEMORANDUM
TO: City Council
FROM: Bill Robeson, Assistant City Manager/Public Works Director BY: Shane Taylor, Utilities Manager
SUBJECT: Agreement with GSI Water Solutions, Inc. for the Preparation of the Northern Cities Management Area Annual Report and Monitoring Program for the Years of 2024 through 2026
DATE: November 12, 2024
RECOMMENDATION:
Approve an agreement with GSI Water Solutions, Inc. for an amount not to exceed $217,960, which includes a 9% contingency and authorize the City Manager or designee to execute the Professional Services Agreement for the preparation of the 2024, 2025, and 2026 NCMA Annual Report and Monitoring Program subject to any minor, technical, or non-substantive changes as approved by the City Manager in consultation with the City Attorney.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
The City’s share for the 3-year agreement is $217,960. The first-year amount is $69,823 and is included in the current budget. The City’s share represents 31% of the total cost.
The additional funds will be included in the upcoming FY 2025-26 and 2026-27 budget.
City staff spend an estimated 100 hours a year on NCMA activities.
BACKGROUND:
The collaborative approach to groundwater management was formalized in the 2002 Management Agreement between the Cities of Arroyo Grande, Grover Beach, and Pismo Beach, and the Oceano Community Services District (collectively the “Northern Cities”), as well as identified landowners and other parties, and incorporated into the 2005 Settlement Stipulation for the Santa Maria Groundwater Basin Adjudication (Stipulation).
On June 20, 2005, the Stipulation was agreed upon by numerous parties, and, in 2008, the Stipulation was incorporated into the Court’s final Judgment. The Judgment orders the stipulating parties to comply with all terms of the Stipulation, including annual groundwater monitoring and reporting.
Item 9.d.
City Council
Agreement with GSI Water Solutions, Inc. for the Preparation of the Northern Cities Management Area Annual Report and Monitoring Program for the Years of 2024 through 2026
November 12, 2024
The City has continued to participate with neighboring jurisdictions in the preparation of required reports and studies concerning management of the Santa Maria River Groundwater Basin. Water sampling and preparation of the Annual Report is required by the 2008 Judgment in the Santa Maria Groundwater River Basin Adjudication. The City has participated with representatives from neighboring jurisdictions to form the Northern Cities Management Area Technical Group (NCMA TG) in order to coordinate these water management activities. The NCMA TG represents the following agencies with their respective groundwater pumping entitlements:
Urban Area Groundwater Allotment Ag Credit Total
City of Arroyo Grande 1,202 121 1,323
City of Grover Beach 1,198 209 1,405
City of Pismo Beach 700 0 700
Oceano Community Services District 900 0 900
The Annual Report is prepared by a mutually secure technical consultant firm that is funded proportionally by all of the participating NCMA agencies. The 2023 NCMA Annual Report was prepared by GSI Water Solutions, Inc.
ANALYSIS OF ISSUES:
On August 13, 2024, requests for proposals (RFP) was distributed to (7) engineering firms, advertised on the e-bid board, and newspaper. Two (2) firms responded with proposals.
The proposals from GSI Water Solutions, Inc. and Larry Walker Associates were reviewed by staff, consultant, and all other agencies and was found to be acceptable.
Interviews with both firms were conducted and GSI was determined to be the top firm.
GSI prepared the NCMA Annual Reports for 2017-2023 and staff has been satisfied with the quality of their water.
Therefore, staff recommends awarding the agreement for the 2024, 2025, and 2026 Annual Reports to GSI Water Solutions, Inc. All NCMA agencies are required by the Court action to participate in the preparation of the Annual Report.
ALTERNATIVES:
1. Approve the Professional Services Agreement with GSI Water Solutions, Inc. for an amount not to exceed $217,960, which includes a 9% contingency, for preparation of the 2024, 2025, and 2026 NCMA Annual Reports;
2. Do not approve the Agreement; or
3. Provide other direction to staff.
Item 9.d.
City Council
Agreement with GSI Water Solutions, Inc. for the Preparation of the Northern Cities Management Area Annual Report and Monitoring Program for the Years of 2024 through 2026
November 12, 2024
ADVANTAGES:
Preparation of the Annual Report satisfies the Judgment ordering the parties to perform annual groundwater monitoring and reporting. In addition, implementation of the monitoring and reporting program, which identifies changes in water levels and quality, enables the City and its partner jurisdictions to react quickly to any issue affecting the water supply in the groundwater basin. The monitoring program has provided a mechanism allowing all parties to be better informed with regard to the changing condition of the basin, and consequently, has allowed for the opportunity for better collaboration between the City and partner jurisdictions included in the Arroyo Grande Groundwater Basin Management Agreement.
The GSI team includes staff with local experience and a track record of meeting reporting requirements of adjudicated basins, extensive prior involvement with NCMA and is well suited to lead the preparation of the 2024, 2025, and 2026 Annual Groundwater Monitoring Report.
DISADVANTAGES:
No disadvantages have been identified.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2.
ATTACHMENTS:
1. Proposed Professional Services Agreement
2. Exhibit A - Scope of Services
3. Exhibit B - Schedule of Services
4. Exhibit C - Compensation
Attachment 1
SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF ARROYO GRANDE AND
GSI WATER SOLUTIONS, INC.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.
CITY OF ARROYO GRANDE
Approved By:
Matthew J. Downing, City Manager
Attested By:
Jessica Matson, City Clerk
BB&K (2023) -16-
GSI WATER SOLUTIONS, INC.
By: ---------------
Its: President
Printed Name: Susan Haupt
By,;_
Its: Chief Financial Officer
Printed Name: �Liesl ��- Deck ------
PROFESSIONAL SERVICES AGREEMENT
Exhibit A
Exhibit B
Exhibit C
Item 9.e.
MEMORANDUM
TO: City Council
FROM: Brian Pedrotti, Director of Community Development BY: Shayna Gropen, Assistant Planner
SUBJECT: Authorize the Village Holiday Parade and Jingle Bell Dash on December 1, 2024 (TUP 24-008) and Find the Action Categorically Exempt from CEQA
DATE: November 12, 2024
RECOMMENDATION:
1) Adopt a Resolution approving Temporary Use Permit 24-008 authorizing the closure of streets and the Arroyo Grande Village Holiday Parade and Jingle Bell Dash to take place in the Village; and
2) Find the action exempt from CEQA pursuant to Section 15304 of the CEQA Guidelines.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
The expenses associated with the street closures for this event align with those of a medium road closure, amounting to $15,866 as outlined in the City’s fee schedule effective January 16, 2024. As this is a City-sponsored event, the City will assume responsibility for these costs. In an effort to offset expenses, the City charges an entry fee of twenty-five dollars for the parade and is also pursuing sponsorship opportunities.
BACKGROUND:
The Arroyo Grande Holiday Parade is a longstanding tradition, having been established by Eddie El Helou, former owner of Broadway Jewelers, in 2003. This event was traditionally held on the Sunday immediately following Thanksgiving, until the City Council directed the event to occur on the first Sunday of December. Historically, the City has cosponsored the parade; however, beginning in 2022, the City has taken on the role of sole applicant due to the unavailability of a community sponsor.
ANALYSIS OF ISSUES:
This year’s event is proposed to be held on December 1, 2024, which is both the first Sunday in December and the Sunday following Thanksgiving. The event will include two separate events utilizing the same road closure: the Jingle Bell Dash and the Holiday Parade. The Jingle Bell Dash is a running race for the community’s youth, utilizing the
Item 9.e.
City Council
Authorize the Village Holiday Parade and Jingle Bell Dash on December 1, 2024 (TUP 24-008) and Find the Action Categorically Exempt from CEQA November 12, 2024
closed portion of Branch Street in the Village. Jingle bells will be given to all participants to attach to their shoes and the race will be run in a horseshoe pattern with increasing distances for older age groups. There will be five (5) separate categories with ages ranging from Preschool to 6th grade. Registration for the Jingle Bell Dash will begin at 3:30 pm. The races will begin at 4:15 pm and conclude at 4:45 pm to allow enough transition time for the parade to begin at 5 pm. Staging for the event will occur in Olohan Alley.
The proposed route for the Holiday Parade will begin with staging starting at the west end of Olohan Alley and the parade will officially begin upon the eastbound entrance to Mason Street, before turning north to East Branch Street. The parade will then continue on East Branch Street, westbound onto West Branch Street, finally turning north on Wesley Street and into the Bank of America parking lot.
The parade route requires the following traffic control from 3:00 pm to 8:00 pm on December 1, 2024:
1. “No Parking” restrictions and the closure of Olohan Alley from Bridge Street to Mason Street;
2. “No Parking” restrictions and the closure of Branch Street from Mason Street to Wesley Street;
3. “No Parking” restrictions and the closure of Bridge Street from Nelson Street to Branch Street;
4. Closure of Wesley Street from Branch Street to Larchmont Drive;
5. Closure of Nevada Street from Branch Street to Le Point Street;
6. Closure of Mason Street from Nelson Street to Branch Street;
7. Closure of Le Point Street from Nevada Street to Miller Way; Staff is proposing the “No Parking” restrictions in Olohan Alley to begin at 12:00 pm and conclude at 8:00 pm on December 1
st. A map depicting road closures, detour routes and
event areas is included as Attachment 2, and the “No Parking” restrictions will be posted a minimum of 72 hours ahead of the event.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Adopt a Resolution approving Temporary Use Permit 24-008 authorizing the closure of streets and the Arroyo Grande Holiday Parade and Jingle Bell Dash to take place in the Village; or
2. Provide other direction to staff.
Item 9.e.
City Council
Authorize the Village Holiday Parade and Jingle Bell Dash on December 1, 2024 (TUP 24-008) and Find the Action Categorically Exempt from CEQA November 12, 2024
ADVANTAGES:
The Holiday Parade and Jingle Bell Dash provide a traditional and cherished community event, offering residents and visitors opportunities to celebrate and experience the holiday season in the Village.
DISADVANTAGES:
“No Parking” restrictions and the closure of sections of Branch Street, Olohan Alley and portions of Wesley Street will have an impact on traffic congestion and parking. Motorists driving in the area surrounding the parade route will have to use detours to get to their destinations, which may increase travel time.
ENVIRONMENTAL REVIEW:
The authorization of the Holiday Parade and Jingle Bell Dash and closure of City streets is categorically exempt from the California Environmental Quality Act (“CEQA”) under the Class 4 exemption, which applies to minor public or private alterations in the condition of land, water, and/or vegetation where the project does not involve removal of healthy, mature, scenic trees except for forestry and agricultural purposes. (State CEQA Guidelines, § 15304.) The Class 4 exemption applies to this project because it involves a minor temporary use of land having negligible or no permanent effects on the environment. Specifically, the project involves an eight-hour closure of certain streets and parade involving negligible to no permanent effects on the environment.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2.
ATTACHMENTS:
1. Proposed Resolution
2. Event and Road Closure Map
ATTACHMENT 1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ARROYO GRANDE APPROVING TEMPORARY USE PERMIT NO.
24-008 AUTHORIZING THE CLOSURE OF STREETS AND THE
ARROYO GRANDE VILLAGE HOLIDAY PARADE AND JINGLE
BELL DASH TO TAKE PLACE IN THE VILLAGE AND FIND THE
ACTION EXEMPT FROM CEQA PURSUANT TO SECTION 15304
OF THE CEQA GUIDELINES
WHEREAS, the City has applied for a Temporary Use Permit for the Holiday Parade and Jingle Dash event which, amongst other things, helped establish conditions to ensure the safety of the event; and
WHEREAS, the implementation of safety measures including no parking zones and street closures will help to facilitate a safety for all individuals participating in the event and traveling through the Village area; and
WHEREAS, the Arroyo Grande Municipal Code (AGMC) provides for the issuance of Temporary Use Permits for events, AGMC Section 10.16.050 authorizes the City Council to restrict parking on any street, and California Vehicle Code Section 21101(e) authorizes the closure of streets for parades and local special events. The purpose of this Resolution and the below findings is memorialize the opinion of the City that closure of the streets is necessary for the safety and protection of persons who are to use those portions of the street during the event; and WHEREAS, the City Council finds, after due study, the following circumstances exist:
NOW, THEREFORE, BE IT RESOLVED that the Planning Commission of the City of Arroyo Grande finds, determines, resolves, and recommends:
1. Recitals. All recitals above are true and correct and hereby incorporated by reference.
2. CEQA. The authorization of the Holiday Parade and Jingle Dash and closure of City streets is categorically exempt from the California Environmental Quality Act (“CEQA”) under the Class 4 exemption, which applies to minor public or private alterations in the condition of land, water, and/or vegetation where the project does not involve removal of healthy, mature, scenic trees except for forestry and agricultural purposes. (State CEQA Guidelines, § 15304(e).) The class 4 exemption applies to this project because it involves a minor temporary use of land having negligible or no permanent effects on the environment. Specifically, the project involves an eight hour parade and closure of certain streets involving negligible to no permanent effects on the environment.
3. Findings. The City Councils makes, after due study and deliberation, the following Temporary Use Permit findings:
a. The operation of the requested use at the location proposed and within the time period
RESOLUTION NO.
PAGE 2
specified will not jeopardize, endanger, or otherwise constitute a menace to the public health, safety or general welfare. The streets will be closed to ensure easy pedestrian access on the streets and reroute traffic to avoid hazards from vehicles at the parade.
The parade is limited to the hours of 12:00 pm to 8:00 pm such that the parade activities will not be disruptive to residential uses. Public Works staff will provide clean-up of all materials associated with the parade at the conclusion of the event. b. The proposed site is adequate in size and shape to accommodate the temporary use without material detriment to the use and enjoyment of other properties located adjacent to and in the vicinity of the site. The streets are sufficiently large for the parade event, and the event has operated without material detriment to the use and enjoyment of other properties since 2003. The event is held on Sunday to prevent the parade from interfering with ordinary business of other properties in the City. 48 hours prior to the event, adjacent business owners will also be notified about the event. c. The proposed site is adequately served by streets or highways having sufficient width and improvements to accommodate the kind and quantity of traffic that the temporary use will or could reasonably be expected to generate. “No Parking” restrictions will be implemented, and various streets will be closed to facilitate the operation of the parade.
With the road closures, detour routes, and staged event areas, the streets will be sufficient to allow the temporary use. Such road closures and parking restrictions have historically allowed for sufficient space to accommodate the parade traffic. d. Adequate temporary parking to accommodate vehicular traffic to be generated by the use will be available either on-site or at alternate locations acceptable to the City Council. Existing parking lots north of the Village off Le Point Street as well as on-street parking throughout the surrounding Village area will provide adequate temporary parking during the event.
4. Approval. The City Council hereby approves Temporary Use Permit 24-008, authorizing the use of City property as presented to the City Council on November 12, 2024, with the above findings and subject to the conditions as set forth in Exhibit “A,” attached hereto and incorporated herein by this reference.
On motion of Council Member , seconded by Council Member , and on the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
The foregoing Resolution was passed and adopted this 12th day of November 2024.
RESOLUTION NO.
PAGE 3
______________________________________
CAREN RAY RUSSOM, MAYOR
ATTEST:
JESSICA MATSON, CITY CLERK
APPROVED AS TO CONTENT:
______________________________________
MATTHEW DOWNING, CITY MANAGER
APPROVED AS TO FORM:
______________________________________
ISAAC ROSEN, CITY ATTORNEY
RESOLUTION NO.
PAGE 4
EXHIBIT "A"
CONDITIONS OF APPROVAL FOR
TEMPORARY USE PERMIT NO. 24-008
GENERAL CONDITIONS:
1. This Temporary Use Permit authorizes the Holiday Parade and Jingle Dash and directs staff to implement related safety measures including no parking zones and street closures on Sunday, December 1, 2024.
2. The applicant shall ascertain and comply with all State, County and City requirements as are applicable to this project.
3. The event shall occur in substantial conformance with the application and plans on file in the Community Development Department.
4. The applicant shall comply with all of the Conditions of Approval for Temporary Use Permit 24-008.
5. The applicant shall agree to indemnify and defend at his/her sole expense any action brought against the City, its agents, officers, or employees because of the issuance of said approval. The applicant shall reimburse the City, its agents, officers, or employees, for any court costs and attorney’s fees which the City, its agents, officers or employees may be required by a court to pay as a result of such action. The City may, at its sole discretion, participate at its own expense in the defense of any such action but such participation shall not relieve applicant of his/her obligations under this condition.
6. The Director of Recreation Services shall notify all affected businesses and residents of street closures and parking restrictions at least 48 hours prior to the event.
7. The applicant shall clean up all debris associated with the event to the satisfaction of the Director of Public Works.
8. Traffic detouring and road closures shall be coordinated by the Police Department.
9. The Public Works Department shall be responsible for ordering and directing the setup of all traffic control equipment through a private purveyor.
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Item 10.a.
MEMORANDUM
TO: City Council
FROM: Brian Pedrotti, Director of Community Development BY: Andrew Perez, Planning Manager
SUBJECT: Amendments to Title 16 of the Arroyo Grande Municipal Code Regarding Accessory Dwelling Units
DATE: November 12, 2024
RECOMMENDATION:
1) Introduce the Ordinance amending Title 16 of the Arroyo Grande Municipal Code (AGMC) relating to Accessory Dwelling Units and Junior Accessory Dwelling Units; and 2) Find that the proposed Ordinance is statutorily exempt from review under the California Environmental Quality Act (“CEQA”) under Public Resources Code section 21080.17 IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
There are no financial impacts identified.
BACKGROUND:
In recent years, the California Legislature has approved a number of bills that, among other things, amended various sections of the Government Code to impose new limits on local authority to regulate Accessory Dwelling Units (ADUs) and Junior ADUs (JADUs).
In 2024, the Legislature approved two new bills — AB 2533 and SB 1211 — that further amend state ADU law. These bills become effective on January 1, 2025. State law states that if any aspect of an agency’s ADU ordinance is not compliant with State law, the entire ordinance becomes null and void. Therefore, to avoid a period of time in which the City’s ADU regulations are noncompliant, this update is being processed to incorporate changes to State law. Added language to incorporate these new bills is indicated in the proposed Ordinance by underlined text in Attachment 1 Exhibit A-1.
Item 10.a.
City Council
Amendments to Title 16 of the Arroyo Grande Municipal Code Regarding Accessory Dwelling Units
November 12, 2024
Planning Commission Review
The Ordinance was presented to the Planning Commission at its meeting on October 29, 20241. The Planning Commission was supportive of the amendments as proposed and adopted a Resolution recommending the City Council adopt the proposed Ordinance.
ANALYSIS OF ISSUES:
AB 2533 – Unpermitted ADUs and JADUs
Subject to limited exceptions, existing state law prohibits a city from denying a permit to legalize an unpermitted ADU that was constructed before January 1, 2018, if the denial is based on the ADU not complying with applicable building, state, or local ADU standards. One exception allows a city to deny a permit to legalize if the city makes a written finding that correcting the violation is necessary to protect the health and safety of the public or the occupants of the structure.
AB 2533 changes this by: (1) expanding the above prohibition to also include JADUs; (2) moving the construction-cutoff date from January 1, 2018, to January 1, 2020; and (3) replacing the above exception with a requirement that local agencies find that correcting the violation is necessary to comply with the standards specified in Health and Safety Code section 17920.3 regarding substandard buildings.
SB 1211 – Replacement Parking Requirements; Multifamily ADUs Existing state law prohibits the City from requiring off-street parking spaces to be replaced when a garage, carport, or covered parking structure is demolished in conjunction with the construction of, or conversion to, an ADU. SB 1211 amends this prohibition to now also prohibit a city from requiring replacement parking when an uncovered parking space is demolished for or replaced with an ADU.
SB 1211 further defines livable space in connection with converted ADUs inside a multifamily dwelling structure. Existing state law requires the City to ministerially approve qualifying building-permit applications for ADUs within “portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages ….” The term “livable space” is not defined by existing state ADU law. SB 1211 changes this by adding a new definition: “‘Livable space’ means a space in a dwelling intended for human habitation, including living, sleeping, eating, cooking, or sanitation.” The component of SB 1211 that is likely to be most impactful locally will increase the number of detached ADUs that lots with an existing multifamily dwelling can add. Existing state law allows a lot with an existing or proposed multifamily dwelling to have up to two detached ADUs. Under SB 1211, a lot with an existing multifamily dwelling can have up
1 https://pub-arroyogrande.escribemeetings.com/Meeting.aspx?Id=9863b843-2905-4188-ad17- e0a0fe6daf74&lang=English&Agenda=Agenda&Item=17&Tab=attachments
Item 10.a.
City Council
Amendments to Title 16 of the Arroyo Grande Municipal Code Regarding Accessory Dwelling Units
November 12, 2024
to eight detached ADUs, or as many detached ADUs as there are primary dwelling units on the lot, whichever is less. SB 1211 does not alter the number of ADUs that a lot with a proposed multifamily dwelling can have — the limit remains at two, which mirrors what state law permits.
Height Restrictions
Regulations pertaining to height have also been amended in the draft ordinance. During the previous update of the ADU ordinance, the adopted regulations inadvertently prohibited the construction of ADUs above detached garages. The current ordinance limits the height of detached ADUs to 18 feet and ADUs that are attached to a primary dwelling to 25 feet. With an 18-foot height limit, there is no possibility to construct an ADU above a detached garage. Most single-family zoned properties with detached garages generally have less area available to construct a detached ADU, so amending the height regulations will provide more opportunities for the construction of ADUs. Any new opportunities for ADU development aligns with the intent of State laws and the City’s housing element due to its reliance on ADUs to meet the regional housing needs allocation.
Next Steps
Both AB 2533 and SB 1211 take effect January 1, 2025. To remain valid, the City’s ADU Ordinance must comply with requirements imposed by AB 2533 and SB 1211. Introducing the Ordinance on November 12, 2024, will allow for adoption to occur on November 26, 2024. The Ordinance would be effective 30 days after adoption, on December 26, 2024, prior to the effective date of AB 2533 and SB 1211.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Introduce the Ordinance amending regulations for ADUs;
2. Modify as appropriate and introduce the modified Ordinance;
3. Do not Introduce the Ordinance and provide direction to staff on specific revisions; or
4. Provide other direction to staff.
ADVANTAGES:
Adopting the Ordinance amendments will keep the City’s ADU Ordinance in compliance with State law and avoid it becoming deemed null and void for a period of time.
DISADVANTAGES:
None identified.
ENVIRONMENTAL REVIEW:
Under California Public Resources Code section 21080.17, CEQA does not apply to the adoption of an ordinance by a city or county implementing the provisions of Article 2 of
Item 10.a.
City Council
Amendments to Title 16 of the Arroyo Grande Municipal Code Regarding Accessory Dwelling Units
November 12, 2024
Chapter 13 of Division 1 of Title 7 of the Government Code, which is California’s ADU law and which also regulates JADUs, as defined by section 66313. Therefore, the adoption of the proposed Ordinance is statutorily exempt from CEQA in that it implements state ADU law.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. A public hearing notice was published in the New Times on October 31, 2024.
ATTACHMENTS:
1. Proposed Ordinance
ATTACHMENT 1
ORDINANCE NO. ____
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
ARROYO GRANDE AMENDING TITLE 16 OF THE
ARROYO GRANDE MUNICIPAL CODE RELATING TO
ACCESSORY DWELLING UNITS AND JUNIOR
ACCESSORY DWELLING UNITS AND FINDING THE
ACTION TO BE STATUTORILY EXEMPT FROM CEQA
WHEREAS, the Planning and Zoning Law authorizes cities to act by ordinance to provide for the creation and regulation of accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”); and
WHEREAS, in recent years, the California Legislature has approved, and the Governor has signed into law, a number of bills that, among other things, amend various sections of the Government Code to impose new limits on local authority to regulate ADUs and JADUs; and
WHEREAS, in 2024, the California Legislature approved, and the Governor signed into law, Assembly Bill 2533 (“AB 2533”) and Senate Bill 1211 (“SB 1211”), which further amend state ADU law; and
WHEREAS, AB 2533 and SB 1211 take effect on January 1, 2025, and for the City’s ADU ordinance to remain valid, it must be amended to reflect the requirements of AB 2533 and SB 1211; and
WHEREAS, in order to stay abreast of recent changes to a number of these federal and state laws, it is necessary to adopt amendments to the Arroyo Grande Municipal Code; and
WHEREAS, the City desires to amend its local regulatory scheme for the construction of ADUs and JADUs to reflect AB 2533’s and SB 1211’s changes to state law; and
WHEREAS, on October 29, 2024, the Planning Commission held a duly-noticed public hearing to consider the attached Ordinance; and
WHEREAS, on November 12, 2024, the City Council conducted a duly noticed public hearing to consider the ordinance, including: (1) the public testimony and agenda reports prepared in connection with the ordinance; (2) the policy considerations discussed therein; and (3) the consideration and recommendation of the Planning Commission; and WHEREAS, the City Council of the City of Arroyo Grande, at its regularly scheduled public meeting on November 12, 2024 introduced this Ordinance to replace Section 16.52.150 of Title 16 of the Arroyo Grande Municipal Code relating to accessory dwelling units; and
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WHEREAS, all legal prerequisites to the adoption of the ordinance have occurred.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DOES ORDAIN AS FOLLOWS:
SECTION 1. Incorporation. The recitals above are each incorporated by reference and adopted as findings by the City Council.
SECTION 2. CEQA. Under California Public Resources Code section 21080.17, the California Environmental Quality Act (“CEQA”) does not apply to the adoption of an ordinance by a city or county implementing the provisions of Article 2 of Chapter 13 of Division 1 of Title 7 of the California Government Code, which is California’s ADU law and which also regulates JADUs, as defined by section 66313. Therefore, adoption of the Ordinance is statutorily exempt from CEQA in that it implements state ADU law.
SECTION 3. General Plan. The City Council hereby finds that the adoption of the Ordinance is consistent with the General Plan as a matter of law under Government Code section 66314(c).
SECTION 4. Code Amendment. Section 16.52.150 of the Arroyo Grande Municipal Code is hereby amended and restated to read in its entirety as provided in Exhibit “A-1,” attached hereto and incorporated herein by reference.
SECTION 5. Effective Date. This Ordinance takes effect 30 days after its adoption.
SECTION 6. HCD Submittal. In accordance with Government Code section 66326, the City Clerk is directed to submit a copy of this Ordinance to the California Department of Housing and Community Development within 60 days after adoption.
SECTION 7. Publication. The City Clerk is directed to certify to the adoption of this Ordinance and post or publish this Ordinance as required by law.
SECTION 8. Custodian of Records. The custodian of records for this Ordinance is the City Clerk and the records comprising the administrative record are located at 300 E.
Branch Street, Arroyo Grande, California 93420.
SECTION 9. Severability. If any provision of this Ordinance or its application to any person or circumstance is held to be invalid by a court of competent jurisdiction, such invalidity has no effect on the other provisions or applications of the Ordinance that can be given effect without the invalid provision or application, and to this extent, the provisions of this Ordinance are severable. The City Council declares that it would have adopted this Ordinance irrespective of the invalidity of any portion thereof.
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On motion by Council Member ______, seconded by Council Member _______, and by the following roll call vote to wit:
AYES:
NOES:
ABSENT:
the foregoing Ordinance was adopted this ____ day of _______, 2024.
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___________________________________
CAREN RAY RUSSOM, MAYOR
ATTEST:
___________________________________
JESSICA MATSON, CITY CLERK
APPROVED AS TO CONTENT:
___________________________________
MATTHEW DOWNING, CITY MANAGER
APPROVED AS TO FORM:
___________________________________
ISAAC ROSEN, CITY ATTORNEY
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EXHIBIT A-1
Section 16.52.150 Accessory Dwelling Units
A. Purpose. The purpose of this section is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with Chapter 13 of Division 1 of Title 7 of the California Government Code.
B. Effect of Conforming. An ADU or JADU that conforms to the standards in this section will not be:
1. Deemed to be inconsistent with the city’s general plan and zoning designation for the lot on which the ADU or JADU is located.
2. Deemed to exceed the allowable density for the lot on which the ADU or JADU is located.
3. Considered in the application of any local ordinance, policy, or program to limit residential growth.
4. Required to correct a nonconforming zoning condition, as defined in subsection C.8 below. This does not prevent the city from enforcing compliance with applicable building standards in accordance with Health and Safety Code section 17980.12.
C. Definitions. As used in this section, terms are defined as follows:
1. “Accessory dwelling unit” or “ADU” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following:
a. An efficiency unit, as defined by section 17958.1 of the California Health and Safety Code; and
b. A manufactured home, as defined by section 18007 of the California Health and Safety Code.
2. “Accessory structure” means a structure that is accessory and incidental to a dwelling located on the same lot.
3. “Complete independent living facilities” means permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the singlefamily or multifamily dwelling is or will be situated.
4. “Efficiency kitchen” means a kitchen that includes all of the following:
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a. A cooking facility with appliances.
b. A food preparation counter and storage cabinets that are of a reasonable size in relation to the size of the JADU.
5. “Junior accessory dwelling unit” or “JADU” means a residential unit that satisfies all of the following:
a. It is no more than 500 square feet in size.
b. It is contained entirely within an existing or proposed single-family structure. An enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the singlefamily structure. c. It includes its own separate sanitation facilities or shares sanitation facilities with the existing or proposed single-family structure. d. If the unit does not include its own separate bathroom, then it contains an interior entrance to the main living area of the existing or proposed single-family structure in addition to an exterior entrance that is separate from the main entrance to the primary dwelling.
e. It includes an efficiency kitchen, as defined in subsection C.4 above.
6. “Livable space” means a space in a dwelling intended for human habitation, including living, sleeping, eating, cooking, or sanitation.
7. “Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessory structure.
8. “Nonconforming zoning condition” means a physical improvement on a property that does not conform with current zoning standards.
9. “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU.
10.“Proposed dwelling” means a dwelling that is the subject of a permit application and that meets the requirements for permitting.
11.“Public transit” means a location, including, but not limited to, a bus stop or train station, where the public may access buses, trains, subways, and other forms of transportation that charge set fares, run on fixed routes, and are available to the public.
12.“Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on a lot, lined up behind one another.
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D. Approvals. The following approvals apply to ADUs and JADUs under this section:
1. Building-permit Only. If an ADU or JADU complies with each of the general requirements in subsection E below, it is allowed with only a building permit in the following scenarios:
a. Converted on Single-family Lot: One ADU as described in this subsection D.1.a and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU:
i. Is either: within the space of a proposed single-family dwelling; within the existing space of an existing single-family dwelling; or (in the case of an ADU only) within the existing space of an accessory structure, plus up to 150 additional square feet if the expansion is limited to accommodating ingress and egress; and ii. Has exterior access that is independent of that for the singlefamily dwelling; and iii. Has side and rear setbacks sufficient for fire and safety, as dictated by applicable building and fire codes.
iv. The JADU complies with the requirements of Government Code sections 66333 through 66339.
b. Limited Detached on Single-family Lot: One detached, newconstruction ADU on a lot with a proposed or existing single-family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection D.1.a above), if the detached ADU satisfies each of the following limitations:
i. The side- and rear-yard setbacks are at least four feet. ii. The total floor area is 800 square feet or smaller. iii. The peak height above grade does not exceed the applicable height limit in subsection E.2 below.
c. Converted on Multifamily Lot: One or more ADUs within portions of existing multifamily dwelling structures that are not used as livable space, including but not limited to storage rooms, boiler rooms, passageways, attics, basements, or garages, if each converted ADU complies with state building standards for dwellings. Under this subsection D.1.c, at least one converted ADU is allowed within an existing multifamily dwelling, up to a quantity equal to 25 percent of the existing multifamily dwelling units.
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d. Limited Detached on Multifamily Lot: No more than two detached ADUs on a lot with a proposed multifamily dwelling, or up to eight detached ADUs on a lot with an existing multifamily dwelling, if each detached ADU satisfies all of the following:
i. The side- and rear-yard setbacks are at least four feet. If the existing multifamily dwelling has a rear or side yard setback of less than four feet, the city will not require any modification to the multifamily dwelling as a condition of approving the ADU. ii. The peak height above grade does not exceed the applicable height limit provided in subsection E.2 below.
iii. If the lot has an existing multifamily dwelling, the quantity of detached ADUs does not exceed the number of primary dwelling units on the lot.
2. ADU Permit.
a. Except as allowed under subsection D.1 above, no ADU may be created without a building permit and an ADU permit in compliance with the standards set forth in subsections E and F below.
b. The city may charge a fee to reimburse it for costs incurred in processing ADU permits, including the costs of adopting or amending the city’s ADU ordinance. The ADU-permit processing fee is determined by the most recent fee schedule approved by city council resolution.
3. Process and Timing.
a. An ADU permit is considered and approved ministerially, without discretionary review or a hearing.
b. The city must approve or deny an application to create an ADU or JADU within 60 days from the date that the city receives a completed application. If the city has not approved or denied the completed application within 60 days, the application is deemed approved unless either:
i. The applicant requests a delay, in which case the 60-day time period is tolled for the period of the requested delay, or ii. When an application to create an ADU or JADU is submitted with a permit application to create a new single-family or multifamily dwelling on the lot, the city may delay acting on the permit application for the ADU or JADU until the city acts on the permit application to create the new single-family or multifamily dwelling,
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but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing. c. If the city denies an application to create an ADU or JADU, the city must provide the applicant with comments that include, among other things, a list of all the defective or deficient items and a description of how the application may be remedied by the applicant. Notice of the denial and corresponding comments must be provided to the applicant within the 60-day time period established by subsection D.3.b above. d. A demolition permit for a detached garage that is to be replaced with an ADU is reviewed with the application for the ADU and issued at the same time.
E. General ADU and JADU Requirements. The following requirements apply to all ADUs and JADUs that are approved under subsections D.1 or D.2 above:
1. Zoning.
a. An ADU subject only to a building permit under subsection D.1 above may be created on a lot in a residential or mixed-use zone. b. An ADU subject to an ADU permit under subsection D.2 above may be created on a lot that is zoned to allow single-family dwelling residential use or multifamily dwelling residential use.
c. In accordance with Government Code section 66333(a), a JADU may only be created on a lot zoned for single-family residences.
2. Height.
a. Except as otherwise provided by subsections E.2.b and E.2.c below, a detached ADU created on a lot with an existing or proposed single family or multifamily dwelling unit may not exceed 18 feet in height. b. A detached ADU created on a lot with an existing or proposed single family or multifamily dwelling unit that is located within one-half mile walking distance of a major transit stop or high quality transit corridor, as those terms are defined in Section 21155 of the Public Resources Code, may be up to two additional feet in height (for a maximum of 20 feet) if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit. c. An ADU that is located as a second story above an existing or proposed detached garage may be up to 25 feet in height.
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d. An ADU that is attached to the primary dwelling may not exceed 25 feet in height. Notwithstanding the foregoing, ADUs subject to this subsection E.2.d may not exceed two stories.
e. For purposes of this subsection E.2, height is determined by measuring the vertical distance from the average finished grade to the highest point of the coping of a flat roof or to the deck line of a mansard roof, or to the highest point of the highest gable of a pitch or hip roof, but exclusive of vents, air conditioners, chimneys, or other such incidental appurtenances.
3. Fire Sprinklers.
a. Fire sprinklers are required in an ADU if sprinklers are required in the primary residence.
b. The construction of an ADU does not trigger a requirement for fire sprinklers to be installed in the existing primary dwelling.
4. Rental Term. No ADU or JADU may be rented for a term that is shorter than 30 days. This prohibition applies regardless of when the ADU or JADU was created.
5. No Separate Conveyance. An ADU or JADU may be rented, but, except as otherwise provided in Government Code section 66341, no ADU or JADU may be sold or otherwise conveyed separately from the lot and the primary dwelling (in the case of a single-family lot) or from the lot and all of the dwellings (in the case of a multifamily lot).
6. Septic System. If the ADU or JADU will connect to an onsite wastewatertreatment system, the owner must include with the application a percolation test completed within the last five years or, if the percolation test has been recertified, within the last 10 years.
7. Owner Occupancy.
a. ADUs created under this section on or after January 1, 2020 are not subject to an owner-occupancy requirement.
b. As required by state law, all JADUs are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence. However, the owner-occupancy requirement in this subsection E.7.b does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization.
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8. Deed Restriction. Prior to issuance of a certificate of occupancy for an ADU or JADU, a deed restriction must be recorded against the title of the property in the County Recorder’s office and a copy filed with the Community Development Department. The deed restriction must run with the land and bind all future owners. The form of the deed restriction will be provided by the city and must provide that:
a. Except as otherwise provided in Government Code section 66341, the ADU or JADU may not be sold separately from the primary dwelling. b. The ADU or JADU is restricted to the approved size and to other attributes allowed by this section.
c. The deed restriction runs with the land and may be enforced against future property owners.
d. The deed restriction may be removed if the owner eliminates the ADU or JADU, as evidenced by, for example, removal of the kitchen facilities.
To remove the deed restriction, an owner may make a written request of the Community Development Director, providing evidence that the ADU or JADU has in fact been eliminated. The Community Development Director may then determine whether the evidence supports the claim that the ADU or JADU has been eliminated. Appeal may be taken from the Community Development Director’s determination consistent with other provisions of this Code. If the ADU or JADU is not entirely physically removed, but is only eliminated by virtue of having a necessary component of an ADU or JADU removed, the remaining structure and improvements must otherwise comply with applicable provisions of this Code.
e. The deed restriction is enforceable by the Community Development Director or his or her designee for the benefit of the city. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the city is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the ADU or JADU in violation of the recorded restrictions or abatement of the illegal unit.
9. Building & Safety.
a. Must comply with building code. Subject to subsection E.9.b below, all ADUs and JADUs must comply with all local building code requirements.
b. No change of occupancy. Construction of an ADU does not constitute a Group R occupancy change under the local building code, as described in Section 310 of the California Building Code, unless the building official, in consultation with the Community Development
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Director, makes a written finding based on substantial evidence in the record that the construction of the ADU could have a specific, adverse impact on public health and safety. Nothing in this subsection E.9.b prevents the city from changing the occupancy code of a space that was uninhabitable space or that was only permitted for nonresidential use and was subsequently converted for residential use in accordance with this section.
F. Specific ADU Requirements. The following requirements apply only to ADUs that require an ADU permit under subsection D.2 above.
1. Maximum Size.
a. The maximum size of a detached or attached ADU subject to this subsection F is 1,200 square feet.
b. An attached ADU that is created on a lot with an existing primary dwelling is further limited to 50 percent of the floor area of the existing primary dwelling.
c. Application of other development standards in this subsection F, might further limit the size of the ADU, but no application of the percent-based size limit in subsection F.1.b above or front setback may require the ADU to be less than 800 square feet.
2. Setbacks.
a. ADUs that are subject to this subsection F must conform to 4-foot side and rear setbacks. ADUs that are subject to this subsection F must conform to 20-foot front setbacks, subject to subsection F.1.c above. b. No setback is required for an ADU that is subject to this subsection F if the ADU is constructed in the same location and to the same dimensions as an existing structure.
3. Passageway. No passageway, as defined by subsection C.9 above, is required for an ADU.
4. Parking.
a. Generally. One off-street parking space is required for each ADU. The parking space may be provided in setback areas or as tandem parking, as defined by subsection C.12 above.
i. Parking may be located on an existing driveway but shall not block sidewalk access or encroach into the public right-of-way.
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ii. Parking spaces located wholly or partially within a side yard must have a minimum clear space width of ten (10) feet. Vehicles shall not block exterior windows or doors of a dwelling or access to utility boxes or meters.
iii. Vehicles must be parked on a concrete, asphalt, gravel, brick, or permeable paver surface.
iv. No more than fifty (50) percent of a front yard shall be dedicated to vehicle parking.
b. Exceptions. No parking under subsection F.4.a is required in the following situations:
i. The ADU is located within one-half mile walking distance of public transit, as defined in subsection C.11 above.
ii. The ADU is located within an architecturally and historically significant historic district.
iii. The ADU is part of the proposed or existing primary residence or an accessory structure under subsection D.1.a above.
iv. When on-street parking permits are required but not offered to the occupant of the ADU.
v. When there is an established car share vehicle stop located within one block of the ADU.
vi. When the permit application to create an ADU is submitted with an application to create a new single-family or new multifamily dwelling on the same lot, provided that the ADU or the lot satisfies any other criteria listed in subsections F.4.b.i through v above. c. No Replacement. When a garage, carport, covered parking structure, or uncovered parking space is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces are not required to be replaced.
5. Architectural Requirements.
a. The materials and colors of the exterior walls, roof, and windows and doors must match the appearance and architectural design of those of the primary dwelling. Projects utilizing the City’s pre-designed ADU plans or factory building housing are not subject to this standard. b. The exterior lighting must be limited to down lights or as otherwise required by the building or fire code.
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c. When a garage is converted to an ADU, the garage door opening shall be replaced with exterior wall coverings, or residential windows and doors, to match the existing exterior garage wall covering and detailing. d. The ADU must have an independent exterior entrance, apart from that of the primary dwelling.
e. Windows and doors of the ADU may not have a direct line of sight to an adjoining residential property. Fencing, landscaping, or privacy glass may be used to provide screening and prevent a direct line of sight. f. Second floor living area shall be setback five feet from the ground floor footprint.
g. Window sashes and doorframes shall be made of wood or vinyl.
Unfinished aluminum is not allowed.
h. The use of fluorescent "neon", "day-glo", or bright primary colors as the predominant shade on building facades is not permitted. For purposes of this standard, predominant means that the color is used on more than fifty percent (50%) of the wall area.
i. All windows and doors in an ADU are less than 30 feet from a property line that is not a public right-of-way line must either be (for windows) clerestory with the bottom of the glass at least six feet above the finished floor, or (for windows and for doors) utilize frosted or obscure glass. j. Rooftop decks are prohibited on all detached ADUs.
6. Historical Protections. An ADU that is on or within 500 feet of real property that is listed in the California Register of Historic Resources must be located so as to not be visible from any public right-of-way.
G. Fees. The following requirements apply to all ADUs that are approved under subsections D.1 or D.2 above.
1. Impact Fees.
a. No impact fee is required for an ADU that is less than 800 square feet in size. For purposes of this subsection G.1, “impact fee” means a “fee” under the Mitigation Fee Act (Gov. Code § 66000(b)) and a fee under the Quimby Act (Gov. Code § 66477). “Impact fee” here does not include any connection fee or capacity charge for water or sewer service. b. Any impact fee that is required for an ADU that is 800 square feet or larger in size must be charged proportionately in relation to the square footage of the primary dwelling unit. (E.g., the floor area of the ADU,
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divided by the floor area of the primary dwelling, times the typical fee amount charged for a new dwelling.)
2. Utility Fees.
a. If an ADU is constructed concurrently with a new single-family home, a separate utility connection directly between the ADU and the utility and payment of the normal connection fee and capacity charge for a new dwelling are required.
b. Except as described in subsection G.2.a, converted ADUs on a singlefamily lot that are created under subsection D.1.a above are not required to have a new or separate utility connection directly between the ADU and the utility. Nor is a connection fee or capacity charge required. c. Except as described in subsection G.2.a, all ADUs that are not covered by subsection G.2.b require a new, separate utility connection directly between the ADU and the utility for any utility that is provided by the city.
All utilities that are not provided by the city are subject to the connection and fee requirements of the utility provider.
i. The connection is subject to a connection fee or capacity charge that is proportionate to the burden created by the ADU based on either the floor area or the number of drainage-fixture units (DFU) values, as defined by the Uniform Plumbing Code, upon the water or sewer system.
ii. The portion of the fee or charge that is charged by the city may not exceed the reasonable cost of providing this service.
H. Nonconforming Zoning Code Conditions, Building Code Violations, and Unpermitted Structures.
1. Generally. The city will not deny an ADU or JADU application due to a nonconforming zoning condition, building code violation, or unpermitted structure on the lot that does not present a threat to the public health and safety and that is not affected by the construction of the ADU or JADU.
2. Unpermitted ADUs and JADUs constructed before 2020.
a. Permit to Legalize. As required by state law, the city may not deny a permit to legalize an existing but unpermitted ADU or JADU that was constructed before January 1, 2020, if denial is based on either of the following grounds:
i. The ADU or JADU violates applicable building standards, or
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ii. The ADU or JADU does not comply with state ADU or JADU law or this ADU ordinance (section 16.52.150).
b. Exceptions:
i. Notwithstanding subsection H.2.a above, the city may deny a permit to legalize an existing but unpermitted ADU or JADU that was constructed before January 1, 2020, if the city makes a finding that correcting a violation is necessary to comply with the standards specified in California Health and Safety Code section 17920.3.
ii. Subsection H.2.a above does not apply to a building that is deemed to be substandard in accordance with California Health and Safety Code section 17920.3.
I. Nonconforming ADUs and Discretionary Approval. Any proposed ADU or JADU that would otherwise be allowed under this section but that does not conform to the objective design or development standards set forth in subsections A through H of this section may be allowed by the city with a conditional use permit, in accordance with the other provisions of this title.
65501.00015\42902931.1
Item 10.b.
MEMORANDUM
TO: City Council
FROM: Brian Pedrotti, Director of Community Development SUBJECT: Consider a Resolution Revising the Conditions of Approval for PPR 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development; Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
DATE: November 12, 2024
RECOMMENDATION:
1) Adopt a Resolution revising the conditions of approval of Plot Plan Review 23-001, which approved the installation of one new domestic well on an unaddressed property on Noyes Road (APN: 007-781-055) northeast of the intersection of Noyes Road and Equestrian Way (“Project”); and
2) Determine that the Project, with the proposed revised conditions, is categorically exempt from CEQA under the Class 3 exemption, which applies to the construction and location of limited numbers of new, small facilities or structures; installation of small new equipment and facilities in small structures; and the conversion of existing small structures from one use to another where only minor modifications are made in the exterior of the structure. (State CEQA Guidelines, § 15303.).
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
There is no direct impact to the City’s financial or personnel resources anticipated as a result of this item.
BACKGROUND:
The Project was originally scheduled on a public hearing for October 23, 20231, but was continued to November 28, 2023, January 9, 2024, and February 27, 2024. On February 27, 20242, the City Council held a continued public hearing to consider a resolution denying the installation of a domestic well on a vacant parcel on Noyes Road. Following submittal of approximately 1,500-pages of additional documentation to the City two hours prior to that hearing, the City Council continued the hearing to March 26, 2024. The City
1 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=8966 2 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=10148
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
Council subsequently approved a continuance from the March 26, 20243 hearing, to allow the applicant and staff time to work on procedural matters associated with the application.
A new hearing was ultimately set for May 28, 20244, and the City Council approved the Project subject to fifteen (15) conditions of approval (the “Original Conditions”).
Following approval of Plot Plan Review 23-001, the applicant’s attorney, Paul Beard, sent a letter to the City on June 19, 2024 (the “June 19 Letter”), shown in Attachment 2, challenging the legal basis for some of the conditions of approval of the Project. While the City did not agree with each legal assertion, the City Attorney met with the applicant’s attorney several times between July and September of 2024 to discuss, with the applicant proposing revisions to the conditions of approval. The result of these negotiations and tracked revisions to the Original Conditions is shown in Attachment 3 to this staff report.
Ultimately, City staff determined that the negotiated conditions of approval discussed between City and applicant were acceptable and lawfully protect the health and safety interests of the public. Accordingly, City staff are willing to recommend the negotiated, amended conditions of approval attached to the accompanying Resolution.
City staff have also made factual findings supporting the conditions, contained in the administrative record. The City has invested heavily in a public water system that maintains stringent state and federal health and safety standards. Allowing residential homeowners to opt-out of the City’s water supply based on the private cost to an individual homeowner must be weighed against the larger cost to all residential rate-payers.
Connecting to the public water supply includes additional benefits like regulated water quality standards, consistent supply, lower maintenance requirements, and reductions in the risk of water contamination. Accordingly, the City has consistently imposed conditions on well permits to mitigate health and safety impacts from residents who draw their water supply from wells rather than the City water system. Many of those standard conditions remain within the attached, amended Conditions of Approval and were not contested by the applicant’s attorney.
The application and corresponding proposed conditions are being considered based on the application currently before the City. The applicant’s civil engineer, in a May 15, 2023, email, stated that his client had no plans to further subdivide the property and intended to build one single-family residence with no subdivision or lot split. No other development is currently anticipated for the site beyond the installation of the well. More detailed factual findings relating to the conditions are provided in the “Analysis” section below.
3 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=10415 4 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=11037
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
ANALYSIS OF ISSUES:
The June 19 Letter challenged seven of the fifteen Original Conditions. Subsequent discussions between City and the applicant’s attorney have resulted in agreement on a revised set of conditions, that applicant’s attorney has represented are acceptable. As revised, the proposed conditions are designed to address particular potential impacts to public health, safety, and welfare from the drilling and operation of the well. This is consistent with the mandate and purpose of Arroyo Grande Municipal Code (AGMC) Chapter 13.08 to “provide for the construction, repair, modification and destruction of wells in such a manner that the groundwater of the city will not be contaminated or polluted and that water obtained from wells will be suitable for beneficial use and will not jeopardize the health, safety or welfare of the people of the city.” (AGMC section
13.08.010.) The proposed conditions limit the well approval to the parcel identified, and limit future development, such as what could be created through future subdivisions, and prevents the impact of significant water usage. The revised conditions bear an essential nexus to the proposed project because they allow the applicant to develop the property pursuant to the existing municipal code land use regulations while protecting the interests of the community who rely on a safe and reliable water supply. The proposed revised conditions are roughly proportional to the impacts of the Project because they are consistent with other requirements associated with single-family development throughout the City, including those with domestic wells.
Original Conditions 1-5 were not challenged by the applicant, and those are maintained in the proposed conditions based on the City’s general police power, and are standard to all applicants. Condition 1 relates to the requirement that the applicant complete the project in compliance with the law, a general requirement applicable to any project approved in the City. This condition acts as a reminder that the City does not identify every law with which the applicant is obligated to comply, but the permit approval is subject to the well-being operated lawfully. Condition 2 requires the applicant to complete the project as it was submitted to the Community Development Department — this reflects the fact that the project must be built as proposed and prevents unauthorized deviations from the expectations of the City Council in approving this project. Condition 3 requires compliance with the conditions of approval in the proposed Resolution and the requirements of the County of San Luis Obispo Public Health Department, which are both other legal requirements applicable to the permitting and operation of the well. A minor revision has been made to reflect the date that the proposed resolution would be approved. Condition 4 requires the applicant to indemnify the City for claims relating to this permit, such that any legal costs resulting from the approval of this permit are borne by the applicant since those legal fees would arise as a result of the well permit approval.
Condition 5 notes that the approval expires unless the applicant obtains the required drilling permit from San Luis Obispo County Public Health Department, reflecting that conditions giving rise to the City’s approval at this time may change over a two year
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
period. A minor revision has also been made to this condition to reflect the date of the anticipated Resolution approval.
Proposed Condition 6 as revised is imposed to reflect that the well permit approval is valid as to the current APN, and the well permit is being approved based on the representation of use in the May 15, 2023, email from applicant’s engineer. Proposed Condition 7 as revised requires that the applicant install a water meter on his well and engage in annual reporting, which is used to monitor water usage of the well and help aid in City’s water conservation efforts, as well as detect any defects in the performance of the well. The meter is used for tracking to verify that water usage is within normal domestic ranges and not stressing the water basin, and it also is beneficial for water planning purposes.
Proposed Condition 8 as revised requires compliance with Section 13751 of the California Water Code, an existing legal obligation of the applicant. Proposed Condition 9 as revised requires permitting for all electrical connections required for the new well pumps, which is necessary to ensure that the connections are done in accordance with electrical codes and to prevent an electrical or fire safety hazard, as well as prevent groundwater contamination from faulty wiring. Proposed Condition 10 as revised provides that the applicant must locate the well 100 feet from any septic system, which is designed to prevent contamination of the well from wastewater polluted by human use. Proposed Condition 11 as revised is intended to merely put the applicant on notice that noncompliance with the well permit conditions may result in penalties and remedies of the Arroyo Grande Municipal Code. The applicant has represented to the City via legal counsel they are amenable to accepting the conditions as revised.
Each proposed revision to the Original Conditions are also detailed below:
Scope of Approval Conditions (Revised and Consolidated) Original Condition 6. This approval shall only be valid for the residential construction of up to one (1) single family home, one (1) accessory dwelling unit, and one (1) junior accessory dwelling unit. Any additional development of the property will be required to connect to the City’s water infrastructure at the sole cost of the property owner at the time of proposed development.
Original Condition 7. This approval shall only be valid for the existing legal parcel and shall not extend to any future parcels created through subdivision of the property. Prior to recordation of any subdivision of the property, the owner shall abandon the well in accordance with County Environmental Health Standards.
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
The proposed revised condition is:
This domestic well approval is valid for the parcel identified by APN 007-781-055 and for any beneficial use on said parcel allowed by law.
Staff and the applicant’s attorney have agreed that the consolidation of conditions #6 and #7 help to clarify what is allowed on the existing parcel in terms of development, which includes those land uses allowed under the existing municipal code and reflects that some approvals authorized under State law (including on ADUs) are ministerial. Most notably, this limits the well approval to the existing parcel identified by the relevant APN, and any future subdivision requiring discretionary entitlements would be assigned new APNs to the subdivided parcels. Any additional development of the property would require the City and applicant to review the requirements within the Municipal Code as it related to approvals associated with City’s water infrastructure. The City has a legitimate state interest in ensuring the safety and availability of the City water supply, and Harris’s property has greater land area, and therefore greater development potential than other lots that have received well permits. Accordingly, it is reasonable to apply conditions that differ from those conditions imposed on smaller plots of land.
Scope of Approval Condition (Removed)
Original Condition 13. This well approval is conditioned on the stated planned development of a single family home, Accessory Dwelling Unit and Junior Accessory Dwelling Unit on the subject parcel. If the residential use on the site is intensified, such as a subdivision or additional housing units are created, applicant must return to the City Council for a new hearing and approval to use the well pursuant to the City’s Municipal Code existing at the time of such intensification of use.
Staff and the applicant agree that this condition is encompassed by the consolidated conditions #6 and #7, which resolves the concern that the well permit would be used to significantly expand water usage on the parcel, and is thus recommended for removal.
Backflow Device Condition (Removed)
Original Condition 9. “An approved backflow device shall be installed per City standard on the water meter service.
Staff and the applicant agree that this condition is unnecessary because backflow devices are intended to prevent contamination to the City’s water supply. The proposed well will not connect to the city water system and therefore no contamination is anticipated.
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
General Legal Requirements Condition (Removed, Addressed by Condition 1) Original Condition 14. The well must comply with all general legal requirements imposed by the California Department of Water Resources, State Water Resources Control Board, and any other applicable state or federal law.
Staff and the applicant’s attorney agree that condition #14 may be removed, as it is duplicative of condition #1 which requires compliance with all State, County and City laws applicable to the project.
Noncompliance Condition (Revised)
Original Condition 15. During any period of noncompliance with these conditions, the well will constitute an unapproved use of land subject to the penalties and remedies of the Arroyo Grande Municipal Code.
Staff and the applicant’s attorney have agreed to modifications to this condition to remove the term, “constitute an unapproved use of land” to simplify and clarify that the noncompliance with the conditions will be enforced through the Arroyo Grande Municipal Code. The modified condition is as follows:
During any period of noncompliance with these conditions, the well will be subject to the penalties and remedies of the Arroyo Grande Municipal Code.
As stated above, the intent of this condition is to put the applicant on notice of potential consequences for noncompliance with the conditions that the applicant negotiated with the City.
Ultimately, the City Council has discretion to consider all the evidence and testimony presented and make a final determination on the proposed revisions to the approved Well Application. The City Council will consider all evidence and testimony presented at this hearing in its decision on the Well Application and the revised Conditions of Approval, and any appeals are limited to the issues raised in this hearing.
ALTERNATIVES:
1. Adopt the Resolution revising the conditions for approved Plot Plan 23-001 approving the installation of one (1) new domestic supply well;
2. Do not adopt the resolution so that the original approval stands and no changes to the challenged conditions of approval are made; or
3. Provide other direction to staff.
Item 10.b.
City Council
Consider a Resolution Revising the Conditions of Approval for Plot Plan Review 23-001 Which Approved the Installation of One (1) Domestic Well on Property Zoned Planned Development (PD); Applicant – Michael Harris; Representative – Richard Burde, SLO Civil Design
November 12, 2024
ADVANTAGES:
Approval of the resolution will revise the conditions of approval applicable to Plot Plan 23- 001 as negotiated by staff and the applicant.
DISADVANTAGES:
Denial of the resolution would still allow the applicant to submit a well application under the original conditions of approval.
ENVIRONMENTAL REVIEW:
The project is categorically exempt from CEQA under the Class 3 exemption, which applies to the construction and location of limited numbers of new, small facilities or structures; installation of small new equipment and facilities in small structures; and the conversion of existing small structures from one use to another where only minor modifications are made in the exterior of the structure. (State CEQA Guidelines, § 15303.) PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. A Public Hearing Notice for the November 12, 2024 Public Hearing was published on October 31, 2024.
ATTACHMENTS:
1. Proposed Resolution
2. June 19, 2024 Letter
3. Redline Conditions (for reference purposes only)
65501.00015\42788974.6
ATTACHMENT 1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ARROYO GRANDE REVISING THE CONDITIONS OF
APPROVAL FOR PLOT PLAN REVIEW 23-001 WHICH
APPROVED THE INSTALLATION OF ONE (1) NEW DOMESTIC
SUPPLY WELL ON PROPERTY ZONED PLANNED
DEVELOPMENT LOCATED NORTHEAST OF THE
INTERSECTION OF NOYES ROAD AND EQUESTRIAN WAY
(APN: 007-781-055) AND FINDING THAT SAID ACTION IS
CATEGORICALLY EXEMPT FROM CEQA PURSUANT TO
STATE CEQA GUIDELINES SECTION 15303 (APPLICANT:
MICHAEL HARRIS)
WHEREAS, Michael Harris has submitted an application to drill and install one (1) new domestic supply well at a property on an unaddressed parcel on Noyes Road in Arroyo Grande (“Well Application”); and
WHEREAS, the Well Application would be on unaddressed property on Noyes Road (APN: 007-781-055), northeast of the intersection of Noyes Road and Equestrian Way (“Subject Property”); and
WHEREAS, Arroyo Grande Municipal Code (“AGMC”) Chapter 13.08 requires City Council to discretionarily review and approve or deny all new or replacement wells in the City; and
WHEREAS, the purpose of Chapter 13.08 is to provide for the construction, repair, modification, and destruction of wells in such a manner that the groundwater of the City will not be contaminated or polluted and that water obtained from wells will be suitable for beneficial use and will not jeopardize the health, safety or welfare of the people of the City; and
WHEREAS, by virtue of its police power, the City has the authority to impose conditions of approval on new or replacement wells to protect the public health, safety, and welfare; and
WHEREAS, specifically, AGMC section 13.08.040 requires the City Council to consider, in its discretion, approval for new or replacement wells or abandonment of existing wells. Approval to drill a well within the City boundaries may be granted if the City Council determines: 1) the well will neither deplete nor contaminate the City water supply; and 2) service from the City’s water system is neither practical nor feasible; and
WHEREAS, the City Council held a noticed, continued public hearing on May 28, 2024, to consider the Well Application; and
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PAGE 2
WHEREAS, the City Council approved the Well Application on May 28, 2024, subject to certain conditions of approval (“Original Conditions”) in the resolution adopted by City Council on May 28, 2024; and
WHEREAS, following the approval of the Well Application, Michael Harris’s newest legal counsel, Paul Beard II, sent a letter on June 19, 2024, to the City objecting to certain Original Conditions imposed (Original Conditions 6, 7, 8, 9, 13, 14, 15), and those conditions were subsequently negotiated between the parties; and WHEREAS, Michael Harris, through his legal counsel, proposed and has represented agreement with revised conditions of approval, attached hereto as Exhibit “A”; and
WHEREAS, Michael Harris, through his legal counsel, requested that the conditions of approval be heard again by City Council so that the conditions of approval could be revised and approved, which requires a new public hearing; and WHEREAS, the City Council held a noticed new public hearing on the Well Application on November 12, 2024, to consider revising the conditions of approval; and
WHEREAS, City Staff has conducted a thorough review of the Well Application and the City Council incorporates the analysis of the Staff Report dated November 12, 2024, prepared by the Community Development Director as part of the passage of this Resolution and relating to the same Well Application; and WHEREAS, the Resolution imposes conditions of approval on the Well Application to mitigate potential impacts of the proposed well, and requires compliance with laws relating to the construction, repair, modification, and destruction of wells; and WHEREAS, the City finds that the conditions of approval are reasonable, clearly articulated, and bear an essential nexus and rough proportionality to the impacts of the proposed project; and
WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande, as follows:
1. RECITALS. The foregoing recitals are true and correct and are incorporated herein.
2. CEQA FINDINGS. The City Council finds that the revision to the conditions of approval for the installation of a domestic water well is categorically exempt
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PAGE 3
from further review under the California Environmental Quality Act (CEQA) per State CEQA Guidelines Section 15303, Class 3 (New Construction or Conversion of Small Structures.) This Project falls within the Class 3 exemption because approval of the Project would result in the installation of one small well structure. Furthermore, none of the exceptions outlined in State CEQA Guidelines section 15300.2 apply here. There is no possibility of a significant cumulative impact because only one domestic well is necessary to serve any future proposed residential use on the Project site. There is no unusual circumstances such as unusual resources, an unusual location, or unusual physical qualities inherent to the Project site that might result in significant impacts. The Project area is developed and does not contain any environmentally sensitive areas. The Project would not damage any scenic resources, including trees, historic buildings, rock outcroppings or similar resources, within a highway officially designated as a state scenic highway.
The Project is not located on a hazardous waste site or any other site included on a list compiled pursuant to Government Code section 65962.5 and the Project will not cause a substantial adverse change in the significance of a historical resource because there are no historical resources near the proposed Project. Therefore, the Project is categorically exempt from CEQA and no further environmental review is required.
City Council directs staff to file a Notice of Exemption with the County Clerk and State Clearinghouse within five days of this Resolution.
3. Well Application. This resolution revises the conditions of approval for the approved application to drill and install one (1) new domestic supply well at the property located northeast of the intersection of Noyes Road and Equestrian Way (APN: 007-781-055), subject to the revised conditions as set forth in Exhibit "A", attached hereto and incorporated herein by this reference.
4. Findings. The revisions to the conditions and approval of the well application is based on the findings required by AGMC Section 13.08.040 and made below, and no other changes are proposed to the City Council’s May 28, 2024 approval of the well application with the exception of the revised conditions set forth herein:
a. The drilling and operation of the well will neither deplete nor contaminate the City water supply because:
i. The proposed well does not access the same aquifer utilized by the City’s wells, and no interference or depletion of the City’s water system is anticipated.
ii. The proposed well will not impact adjacent properties because the owner will be required to obtain County
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PAGE 4
Environmental Health approval, be located at least 100 feet from septic system areas, and be metered to determine
annual water usage.
iii. The conditions of approval limit the well approval to the parcel identified and do not allow development that would be created through future subdivisions, which prevents the impact of significant water usage expansion and protects the interests of the community who rely on a safe and reliable water supply.
b. Service from the city water system is neither practical nor feasible because:
i. The proposed well is on property that is predominantly covered by native oak woodland, includes steeper slopes and includes significant existing rock outcroppings, which when taken together require significant construction
challenges in avoiding impacts from a City water system infrastructure extension for a single family residence. ii. Although the Subject Property is immediately adjacent to the City's Reservoir No. 5 and is within the City’s boundaries, and would not require any easements or improvements to
existing City infrastructure, a direct water service connection for a single-family residence would necessitate construction of a service line that would have potential impacts to sensitive resources such as native oak woodland and existing rock outcroppings.
iii. The proposed well would require minor infrastructure that would not impact sensitive resources on the property.
5. CUSTODIAN OF RECORDS. The documents and materials associated with this Resolution that constitute the record of proceedings on which these findings are based are located at City Hall, 300 E Branch St Arroyo Grande CA 93420. The Director of Community Development is the custodian of records for the record of proceedings.
On motion of Council Member , seconded by Council Member , and on the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
The foregoing Resolution was passed and adopted this 12 th day of November 2024.
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RESOLUTION NO.
PAGE 5
_________________________________________
CAREN RAY RUSSOM, MAYOR
ATTEST:
________________________________________
JESSICA MATSON, CITY CLERK
APPROVED AS TO CONTENT:
________________________________________
MATTHEW DOWNING, CITY MANAGER
APPROVED AS TO FORM:
________________________________________
ISAAC ROSEN, CITY ATTORNEY
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RESOLUTION NO.
PAGE 6
E X H I B I T " A"
REVISED CONDITIONS OF APPROVAL
ONE (1) NEW DOMESTIC SUPPLY WELL
NORTHEAST CORNER OF NOYES ROAD AND EQUESTRIAN WAY
APN: 007-781-055
GENERAL CONDITIONS:
1. The applicant shall ascertain and comply with all State, County and City requirements as are applicable to this project.
2. The project shall occur in substantial conformance with the application and plans on file in the Community Development Department office.
3. The applicant shall comply with all the conditions of the City Council Resolution adopted on November 12, 2024, as well as the terms, conditions, and standards specified in the written permit issued by the County of San Luis Obispo Public Health Department.
4. To the extent permitted by law, Applicant shall defend, indemnify and hold harmless the City of Arroyo Grande, its City Council, its officers, employees and agents (the “indemnified parties”) from and against any claim, action, or proceeding brought by a third party against the indemnified parties and the applicant to attack, set aside, or void any permit or approval for this project authorized by the City, including (without limitation) reimbursing the City its actual attorney’s fees and costs in defense of the litigation. The City may, in its sole discretion, elect to defend any such action with attorneys of its choice.
The Applicant shall reimburse the City for any court and attorney's fees which the City may be required to pay as a result of any claim or action brought against the City related to this permit or approval. Although the Applicant is the real party in interest in an action, the City may, at its sole discretion, participate at its own expense in the defense of the action, but such participation shall not relieve the Applicant of any obligation under this condition.
5. This approval shall expire on November 12, 2026 unless a drilling permit is obtained from the County of San Luis Obispo Public Health Department. Time extensions may be requested in conformation with the Arroyo Grande Municipal Code.
6. This domestic well approval is valid for the parcel identified by APN 007-781- 055 and for any beneficial use on said parcel allowed by the law.
7. The applicant shall install a meter on the well head that monitors all water drawn from the well and report annual pumping amounts as of December 31 st
to the City Public Works Department by January 31st of the following year.
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PAGE 7
8. A copy of the well/driller report required by the provisions of Section 13751 of the Water Code of the State shall be submitted to the Public Works Department upon completion of the construction of the well.
9. The applicant shall obtain permits for all electrical connections required for the new well pumps.
10. The applicant shall produce survey verification that the distance of the well to any septic system (leach field) is greater than 100 feet to the satisfaction of the Director of Public Works.
11. During any period of noncompliance with these conditions, the well will be subject to the penalties and remedies of the Arroyo Grande Municipal Code.
CALIFORNIA COLORADO DELAWARE FLORIDA GEORGIA ILLINOIS MASSACHUSETTS MICHIGAN NEW JERSEY NEW YORK NORTH CAROLINA OHIO PENNSYLVANIA TEXAS WASHINGTON WASHINGTON, D.C.
June 19, 2024
VIA ELECTRONIC MAIL
Isaac Rosen, Esq.
City Attorney, City of Arroyo Grande
Best Best & Krieger LLP
300 S. Grand Ave., 25th Fl.
Los Angeles, CA 90071
Email: [email protected]
Re: Plot Plan Review 23-001 / Applicant – Michael Harris Dear Mr. Rosen:
This Firm has been retained by applicant Michael Harris with respect to the City’s recent approval of a permit to install a well on his property. As explained below, a number of the City’s permit conditions are unlawful and should be struck. Given the short time within which to file a court action challenging those conditions, we respectfully request that the City promptly advise Mr. Harris whether it will remove the offending conditions.
I.
Legal Background
A. City Code
The City has the authority to require and approve a permit for water wells pursuant to Chapter 13.08 of the City Code. “The council may approve the application if, in its discretion, the drilling and the operation of the well will not deplete nor contaminate the city water supply and service from the city water system is neither practical nor feasible.” City Code § 13.08.040(A).
Significantly, if the City approves a well permit, the sort of condition it can impose on said approval is strictly limited:
“If the council approves the granting of a permit, it may be issued subject to such reasonable conditions as the council imposes to prevent the depletion and contamination of the city water supply . . . .”1
Id. (emphasis added).
1 A well permit is also issued “subject to compliance with the standards provided by the county of San Luis Obispo.” But there is no dispute here that the subject permit is consistent with County standards. Nor do the challenged conditions discussed below implicate any County standard or requirement.
PAUL BEARD II
PARTNER
453 S. Spring St., # 400-1458
Los Angeles, CA 90013
Direct: 818-216-3988
Email: [email protected]
ATTACHMENT 2
June 19, 2024
Pierson Ferdinand LLP
Notably, section 13.08.040(A) identifies only one kind of permissible condition. It thereby excludes any other kind of condition on a well permit. People v. Salas (2017) 9 Cal.App.5th 736, 742 (“[T]he principle [of] expressio unius est exclusio alterius, . . . the enumeration of things to which a statute applies is presumed to exclude things not mentioned.”). “To be valid, an administrative action must be within the scope of authority conferred by the enabling statutes.” Terhune v. Superior Court, 65 Cal.App.4th 864, 872-73 (1998). A “governmental agency that acts outside of the scope of its statutory authority acts ultra vires and the act is void.” California DUI Lawyers Assn. v. Dept. of Motor Vehicle, 20 Cal.App.5th 1247, 1264 (2018). The City Code does not authorize any condition imposed on a well permit that is not for the specific purpose of preventing the depletion or contamination of the city water supply.
Attempts to invent conditions outside the scope given to the City by the Code are ultra vires and void.
B. The Federal Unconstitutional Conditions Doctrine
The Federal Constitution imposes significant limitations on the ability of land-use agencies, like the City, to exact property interests from owners as the condition of exercising their right to use and develop their properties. Under a trio of United States Supreme Court decisions, a land-use agency must prove—as a matter of federal constitutional law—that an “essential nexus” and “rough proportionality” exists between the exaction of a property interest and a project’s public impacts. Nollan v. California Coastal Commission (1987) 483 U.S. 825, 837; Dolan v. City of Tigard (1994) 512 U.S. 374, 391; Koontz v. St. Johns River Water Management District (2013) 570 U.S. 595, 612. If the requisite nexus and proportionality are absent, then the exaction effects an unconstitutional taking of private property—or, as the Supreme Court aptly has put it, “an outand-out plan of extortion.” Nollan, 483 U.S. at 837.
C. Equal Protection
The City has the constitutional obligation to treat similarly situated citizens equally. “Both the Fourteenth Amendment to the United States Constitution and article I, section 7 of the California Constitution guarantee to all persons the equal protection of the laws. The right to equal protection of the laws is violated when ‘the government … treat[s] a s[similarly situated] group of people unequally without some justification.’” People v. Jackson, 61 Cal.App.4th 189, 195 (2021).
If the City treats some similarly situated well applicants different from others, without any rational basis, the City violates the disfavored applicants’ equal protection rights.
D. Due Process
The City has a constitutional obligation to write and enforce permit conditions that are clear and unambiguous; if such conditions are unclear, they are void for vagueness. This obligation arises from the Due Process Clause of the Fourteenth Amendment to the United States
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Constitution. As the Court of Appeal has explained, “The concern underlying the void for vagueness doctrine is the due process requirement of adequate notice. (U.S. Const., 14th Amend.; Cal. Const., art. I, § 7.)” In re R.P., 176 Cal.App.4th 562, 566 (2009). The standard is whether “terms are so vague [that] people of common intelligence must guess at its meaning.” Id. (cleaned up). “To survive a challenge on the ground of vagueness,” a permit condition “must be sufficiently precise for the [permittee] to know what is required of him, and for the court to determine whether the condition has been violated.” Id.
II.
Several of the Well Permit’s Conditions Are Unlawful
A. Conditions 6, 7, 8, 9, and 13 Are Ultra Vires and Void Conditions 6, 7, and 13 purport to anticipatorily alter his well rights based on speculative development that may or may not occur in the future. Condition 6 would arbitrarily eliminate Mr.
Harris’s well rights if “[a]ny additional development of the property” beyond a single-family home, one accessory dwelling unit, and one junior accessory dwelling unit is built. It would force Mr. Harris “to connect to the City’s water infrastructure at the sole cost of the property owner at the time of the proposed development.” Similarly, Condition 7 would require Mr. Harris to “abandon the well” upon the property’s subdivision. Condition 13 would require Mr. Harris to return to the City Council “for a new hearing and approval to use the well”—in light of the thencurrent City Code requirements—if he intensifies use of his property through additional development or subdivision.
Condition 8 requires Mr. Harris to install a meter on the well head to monitor all water drawn from the well and annually report the amounts to the City. Condition 9 requires him to install an approved backflow device.
Section 13.08.040(A) authorizes none of these conditions. None of the conditions “prevent[s] the depletion and contamination of the city water supply.” The reason is simple. As the City’s own findings for Mr. Harris’s well permit state: “The drilling and operation of the well will neither deplete nor contaminate the City water supply,” precisely because “[t]he proposed well does not access the same aquifer utilized by the City’s wells.” Resolution No. 5366, ¶ 3(a) (emphasis added). Mr. Harris’s well is a private well will not draw from the City’s water supply.
Thus, even if the speculated intensification of Mr. Harris’s property occurred in the future, the permitted well would not affect the City’s water supply, let alone deplete or contaminate it. And, with respect to Conditions 8-9, the City to our knowledge does not supervise private domestic well use that does not affect the City water supply. Thus, there is no reason or authorization to require the improvements mandated in Conditions 8-9.
Conditions 6, 7, and 13 also violate the unconstitutional conditions doctrine. The conditions seek to destroy, in the future, a vested right in the well—which Mr. Harris will commit significant resources to install. Any permit condition purporting to take a property interest must bear an essential nexus and be roughly proportional to the adverse public impacts caused by the project.
Here, the City cannot make such a showing. The project as proposed creates no public impacts that
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would justify the well’s abandonment in the future. The conditions therefore violate Nollan and Dolan and threaten the uncompensated taking of Mr. Harris’s property.
Next, Conditions 6, 7, and 13 appear to be unique to Mr. Harris. No other well permit we have identified contains such conditions, even though other well applicants have proposed the same or similar project as Mr. Harris. See, e.g., Resolution No. 5054 (well permit for Louis Moscardi, dated January 12, 2021). There being no rational basis for such discrimination against Mr. Harris, the conditions violate his equal-protection rights.
Finally, Conditions 6, 7, and 13 create barriers to further residential development that state law affirmatively encourages. For example, Senate Bill 9 streamlines the process for a homeowner to create a duplex or subdivide an existing lot. The City’s conditions are in strong tension with Senate Bill 9, as they discourage Mr. Harris from subdividing and building additional residential units in the future. This is particularly true given the prohibitive cost of connecting to the City’s water infrastructure—about $300,000—which Condition 6 would require upon further development of Mr. Harris’ 27 acres. Indeed, the City specifically found that “[s]ervice from the city water system is neither practical nor feasible,” including because it would require “construction of a service line that would have potential impacts to sensitive resources such as native oak woodland and existing rock outcroppings.” Resolution No. 5366, ¶ 3(b). The impracticality and infeasibility of connecting to the city water system will remain in the future.
Conditions 6, 7, and 13 in particular are based on speculative impacts associated with hypothetical scenarios in the future. Permit conditions should be based on current impacts associated with the project actually before the City—in this case, a private domestic well. In the future, if there is additional development proposed, the City can consider impacts associated with the actual proposal before it.
For all these reasons, Conditions 6, 7, 8, 9, and 13 are ultra vires and void, and they should be struck from the permit approval.
B. Conditions 14 and 15 Are Void for Vagueness
Condition 15 states that “[d]uring any period of noncompliance with these conditions, the well will constitute an unapproved use of land subject to the penalties and remedies of the Arroyo Grande Municipal Code.” This is a bizarre condition that is unintelligible. The permit has been approved. It cannot be unilaterally rescinded, ipso facto, without due process—including a hearing and an opportunity to be heard. Mathews v. Eldridge, 424 U.S. 319, 333 (1976) (“This Court consistently has held that some form of hearing is required before an individual is finally deprived of a property interest. The right to be heard before being condemned to suffer grievous loss of any kind, even though it may not involve the stigma and hardships of a criminal conviction, is a principle basic to our society. The fundamental requirement of due process is the opportunity to be heard at a meaningful time and in a meaningful manner.” (cleaned up)).
June 19, 2024
Pierson Ferdinand LLP
Condition 15 does not specify what constitutes noncompliance with the conditions, and generalized references to the Code are insufficient to cure the condition’s vagueness. If there is a permit violation, the Code provides for clear procedures that allow the City to address the alleged noncompliance. This condition does not adequately put Mr. Harris on notice about what is prohibited or what it means for a permitted use to suddenly become “unapproved.” Condition 14 states that “[t]he well must comply with all general legal requirements imposed by the California Department of Water Resources, State Water Resources Control Board, and any other applicable state or federal law.” This is exceedingly broad and, like Condition 15, fails to put Mr. Harris on notice of the requirements he must abide by in order to comply with the well permit. Because it is vague, Condition 14, like Condition 15, is void for vagueness.
III.
Conclusion
Our hope is to resolve this dispute over the above-described conditions amicably without court intervention. Accordingly, we request that the aforementioned conditions be struck so that Mr. Harris can proceed with installation of his well. Time is of the essence, so please let us know, no later than June 28, whether the City will do so.
Very truly yours,
Paul Beard II
Cc: Brian Pedrotti, Community Development Director (Email: [email protected])
65501.00015\42878941.2
ATTACHMENT 3
Redlined Conditions
(For reference purposes only)
1. The applicant shall ascertain and comply with all State, County and City requirements as are applicable to this project.
2. The project shall occur in substantial conformance with the application and plans on file in the Community Development Department office.
3. The applicant shall comply with all the conditions of the City Council Resolution adopted on November 12May 28, 2024, as well as the terms, conditions, and standards specified in the written permit issued by the County of San Luis Obispo Public Health Department.
4. To the extent permitted by law, Applicant shall defend, indemnify and hold harmless the City of Arroyo Grande, its City Council, its officers, employees and agents (the “indemnified parties”) from and against any claim, action, or proceeding brought by a third party against the indemnified parties and the applicant to attack, set aside, or void any permit or approval for this project authorized by the City, including (without limitation) reimbursing the City its actual attorney’s fees and costs in defense of the litigation. The City may, in its sole discretion, elect to defend any such action with attorneys of its choice. The Applicant shall reimburse the City for any court and attorney's fees which the City may be required to pay as a result of any claim or action brought against the City related to this permit or approval. Although the Applicant is the real party in interest in an action, the City may, at its sole discretion, participate at its own expense in the defense of the action, but such participation shall not relieve the Applicant of any obligation under this condition.
5. This approval shall expire on November 12May 28, 2026 unless a drilling permit is obtained from the County of San Luis Obispo Public Health Department. Time extensions may be requested in conformation with the Arroyo Grande Municipal Code.
6. This approval shall only be valid for the residential construction of up to one (1) single family home, one (1) accessory dwelling unit, and one (1) junior accessory dwelling unit.
Any additional development of the property will be required to connect to the City’s water infrastructure at the sole cost of the property owner at the time of proposed development.
7. This approval shall only be valid for the existing legal parcel and shall not extend to any future parcels created through subdivision of the property. Prior to recordation of any subdivision of the property, the owner shall abandon the well in accordance with County Environmental Health Standards.
6. This domestic well approval is valid for the parcel identified by APN 007-781- 055 and for any beneficial use on said parcel allowed by law.
7. The applicant shall install a meter on the well head that monitors all water drawn from the well and report annual pumping amounts as of December 31st to the City Public Works Department by January 31st of the following year.
65501.00015\42878941.2
ATTACHMENT 3
9. An approved backflow device shall be installed per City standard on the water meter service.
8. A copy of the well/driller report required by the provisions of Section 13751 of the Water Code of the State shall be submitted to the Public Works Department upon completion of the construction of the well.
9. The applicant shall obtain permits for all electrical connections required for the new well pumps.
10. The applicant shall produce survey verification that the distance of the well to any septic system (leach field) is greater than 100 feet to the satisfaction of the Director of Public Works.
13. This well approval is conditioned on the stated planned development of a single family home, Accessory Dwelling Unit and Junior Accessory Dwelling Unit on the subject parcel. If the residential use on the site is intensified, such as a subdivision or additional housing units are created, applicant must return to the City Council for a new hearing and approval to use the well pursuant to the City’s Municipal Code existing at the time of such intensification of use.
14. The well must comply with all general legal requirements imposed by the California Department of Water Resources, State Water Resources Control Board, and any other applicable state or federal law.
11. During any period of noncompliance with these conditions, the well will be constitute an unapproved use of land subject to the penalties and remedies of the Arroyo Grande Municipal Code.
Item 11.a.
MEMORANDUM
TO: City Council
FROM: Nicole Valentine, Director of Administrative Services SUBJECT: Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025 DATE: November 12, 2024
RECOMMENDATION:
1) Review the Integrated Solid Waste Collection Rate Adjustment request; 2) Set a public hearing for January 14, 2025, to consider adjusting the waste collection services rates to be effective January 14, 2025, and each January 1 from 2026 through 2029; and
3) Direct staff to prepare and distribute a Proposition 218 notice for a public hearing scheduled for January 14, 2025, for the proposed waste collection services rate adjustment.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
There is no impact on staff resources related to the proposed action. There will be a minor increase in franchise fee revenue from the adjustment and a minor increase to the City’s cost for solid waste collection. If the proposed new four-year minimum indexed rate adjustment methodology is approved, future personnel resources will be required to prepare the appropriate 30-day notice of rate increase in-lieu of the effort required for interim year reviews, thus providing operational efficiency compared to the current twoyear maximum schedule. Pursuant to the City’s existing Franchise Agreement with South County Sanitary Service (“SCSS”), the costs of consultant services to review SCSS’s rate adjustment request are paid by SCSS.
BACKGROUND:
The City has had a Franchise Agreement with SCSS, a subsidiary of Waste Connections, for the collection, diversion, and disposal of solid waste in the City since 1997. On June 10, 2008, a new Solid Waste Collection Franchise Agreement with SCSS was approved and the Franchise Agreement was subsequently amended twice in 2016. Through the terms of the Franchise Agreement, SCSS is entitled to compensation for its “labor, equipment, materials and supplies, taxes, insurance, bonds, overhead, transfer and transport, processing, division, disposal, provide and all other things necessary to perform all of the services required by [the] Agreement.” This compensation is received through
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
the rates and charges paid by the City’s customers, which are presented to the City through cost-based rate adjustment applications and approved by the City Council following a noticed public hearing pursuant to article XIII D, section 6 of the California Constitution (commonly known as “Proposition 218”).
Per the Franchise Agreement, rates are reviewed in accordance with the “City of San Luis Obispo Rate Setting Process and Methodology Manual for Integrated Solid Waste Management Rates,” which was originally established in 1994 (1994 Rate Manual). The 1994 Rate Manual allows for a cost-based rate adjustment every three years and interim rate adjustments in the other two years. In interim rate periods, the operator is limited to adjustments based on inflation, tipping fee adjustments, and franchise or regulatory fee changes. During cost-based rate adjustment years, SCSS is able to request adjustments due to changes in other operational costs as set forth in the 1994 Rate Manual. The following table summarizes the SCSS rate review history beginning in 2005.
Table 1: SCSS Rate Review History
Year
Review
Type
Adjustment
%
2005 Cost-based 5.60%
2006 Index-based 3.09%
2007 Index-based 3.76%
2008 Cost-based 3%
2009 N/A 0.00%
2010 N/A 0.00%
2011 N/A 0.00%
2012 Index-based 5.15%
2013 Cost-based 3.20%
2014 Index-based 2.05%
2015 N/A 0.00%
2016 Cost-based 3.25%
2017 Index-based 1.00%
2018 Index-based 1.60%
2019 Cost-based 10.06%
2020 Index-based 1.70%
2021 Index-based 0.70%
2022 Cost-based 22.19%
2023 Index-based 9.10%
2024 Index-based 3.00%
2025 Cost-based 4.92%
The City of San Luis Obispo has been working with Waste Connections, SCSS’s parent company, to develop and implement a new rate adjustment methodology to replace the
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
30-year-old Rate Manual. The key objectives for a new rate adjustment methodology are to enhance rate stability, predictability, fairness, transparency, ease of administration, and cost-effectiveness. The City of San Luis Obispo contracted with R3 Consulting Group, Inc. (R3) to support development and negotiation of a new rate adjustment methodology and the new rate adjustment methodology is available for consideration by other public agencies in San Luis Obispo County. The City of Arroyo Grande has been following the development of the new rate adjustment methodology, which will be presented to the City Council as an amendment to the agreement with SCSS in association with the January 14, 2025, public hearing regarding the 2025 rate adjustment.
The City of San Luis Obispo also contracted with R3 to conduct a detailed review of the 2025 cost-based rate applications submitted by Waste Connections to ten agencies in San Luis Obispo County, including the City of Arroyo Grande. The City of Arroyo Grande received an initial rate adjustment request from SCSS on July 3, 2024, for an adjustment to the City’s solid waste rates of 3.97% effective in January, 2025 following a noticed public hearing pursuant to Proposition 218. After R3’s review, and adjustments necessary for effectuation of the new rate methodology and new regional service enhancements, the recommended 2025 rate adjustment is 4.92%.
ANALYSIS OF ISSUES:
Review of 2025 Rate Adjustment Request
R3 completed a thorough review of SCSS’ 2025 cost-based rate adjustment application and adjustments necessary for the new recommended rate adjustment methodology.
After careful review of the rate adjustment request, and the outcomes of negotiations of a new rate adjustment methodology between the City of San Luis Obispo and Waste Connections, R3 completed a report evaluating the 2025 rate adjustment request and the new rate methodology (Attachment 1). R3’s review suggests that the original 3.97% adjustment proposed to be effective January 2025, is justifiable in accordance with the 1994 Rate Manual and may be accepted by the City in the event that the City does not adopt the new rate adjustment methodology. R3’s report further recommends the new rate adjustment methodology and the corresponding rate adjustment of 4.92%, which will provide key benefits to the City in terms of rate predictability and stability and new enhanced services.
New Rate Adjustment Methodology
The City of San Luis Obispo, in its capacity as the lead agency on the solid waste rate adjustment methodology update process, and in partnership with Los Osos Community Services District and Waste Connections, completed negotiations and arrived at tentative agreement with Waste Connections regarding the terms and conditions of a new methodology. The outcome was the result of extensive good faith negotiations between the City and Waste Connections, with due consideration to input provided by other public agency stakeholders, including the City of Arroyo Grande.
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
Pending City Council approval, the new methodology will replace the 1994 Rate Manual and will regulate annual rate adjustments for the City’s solid waste rates starting in 2026.
The new methodology fulfills key objectives including rate stability, predictability, fairness, transparency, ease of administration, and cost-effectiveness. Additionally, the new methodology can be applied on a regional scale and is available as recommended alternative to the 1994 Rate Manual for all agencies, including the City of Arroyo Grande.
The key features of the new methodology include:
Capped CPI Adjustments: Starting in 2026, rate adjustments will be based on the Consumer Price Index (“CPI”) for all urban consumers U.S. City Average for all urban consumers U.S. City Average for Garbage and Trash Expenditure Category as published by the U.S. Bureau of Labor Statistics, with a floor of 2% and a cap of 5%. Amounts over 5% will carry forward. The CPI adjustment will apply to Waste Connections’ collection and post-collection cost centers. Revenue Balancing Mechanism: Starting in 2027, adjustments to rates will account for shortfalls or surpluses in Waste Connections’ actual revenues compared to projected revenues from prior years. For example, if Waste Connections’ 2025 revenues exceed projections, the amount of surplus revenues will be credited to the rates in 2027 (and vice versa), achieving fairness in compensation and rates for the company and for ratepayers. Such adjustments would take place annually and will be independent of the CPI cap and floor noted above. It should be noted that SCSS’s 2023 net income was such that, were a revenue balancing mechanism in place at the time, surplus revenues would have been carried forward to the 2025 rate year and would have offset the forthcoming rate adjustment.
Less Frequent Cost-Based Adjustments: Currently, solid waste rates are adjusted based on the 1994 Rate Manual every three years on Waste Connections’ costs. Via the new methodology, cost-based adjustments would occur a maximum of every five years, and only if requested by Waste Connections or the City. The first opportunity for a cost-based adjustment will be for the 2030 rate year. If neither Waste Connections nor the City request a cost-based adjustment, then the CPI adjustment approach will be applied. Cost-based adjustments will be based on Waste Connections’ consolidated audited financial statements for the region. Timeframes for cost-based adjustment application and review process will be ample, such that the City will have sufficient time for review and approval processes and such that the potential for delay in implementation is minimized.
Updated Depreciation Lifespan for Trucks: The 1994 Rate Manual set a 7-year depreciation schedule for solid waste collection trucks. Modern solid waste
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
collection trucks have a 10-year lifespan, and the depreciation schedule was adjusted accordingly.
Updated Profit Allowance: The 2025 rate adjustment will include a 9% profit allowance of projected collection costs and in 2026 and thereafter the profit allowance will be 10%. For context, the 2025 profit allowance is approximately 5% of revenues and R3 estimates that the 2026 profit allowance will be approximately
5.5% of revenues.
Removed Limitation on Corporate Overhead: The 1994 Rate Manual placed a limitation on corporate overhead costs. Today, corporate overhead costs fund legal, tax, payroll, human resources, engineering, compliance, IT, training and recruiting programs to the extent these costs are attributable to the actual costs of providing solid waste services. The City and Waste Connections agreed to remove the prior limitation in order to fund these services.
Extraordinary Adjustments: The California Air Resources Board (CARB) Advanced Clean Fleets (ACF) regulation is requiring all solid waste collection trucks to be zero emissions in 2042. This includes a phased in plan to get the percentage of the fleet to be zero emission vehicle (ZEV) with 10% by 2030, 25% by 2033, 50% by 2036, 75% by 2039 and 100% by 2042. During CPI Adjustment years, Waste Connections may request extraordinary rate adjustments due to changes in law affecting collection operations, including for compliance with CARBS’s ACF electrification mandate (which may necessitate change to depreciation schedules). The City may, but is not obligated to, consider requests for extraordinary rate adjustments due to changes in law affective post-collection operations. Requests for extraordinary change are subject to good faith meet and confer negotiations between City and Waste Connections. Regional Service Enhancements:
o Customer Assistance Program: 20% low-income discount provided to residential customers using 32-gallon cart service, using existing jurisdictional practices on low-income relief for their offered utility type services with evidence of qualifying financial hardship. Funding for the lowincome assistance program shall be from SCSS’s other revenue sources and not paid for through rate payer funds.
o Free Bulky Waste Collections: Collection of a bulky waste item twice annually from residential accounts at no cost via bi-annual clean-up weeks. o Annual Cart Exchange: Once annual exchange of a residential solid waste, recycling, or organics cart per customer account.
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
Primary Factors Affecting Rate Adjustment
Per R3’s report, the key factors affecting the 2025 rate adjustment are summarized as follows:
A doubling of post-collection costs for organics processing since 2022 due to updated costs for processing infrastructure to meet the requirements of Senate Bill (SB) 1383.
Market rate adjustment of post-collection costs for landfill disposal, which have remained flat since 2016. Landfill disposal costs have been below market at $41 per ton since 2016 and will increase to a fair market cost of $70 per ton in 2025. Cost-of-living changes in collection costs, which include labor, capital, operating expenses, insurance and overhead costs, for 2025 increases over 2024 amounting to 4.21%.
Additional costs for regional service enhancements, described above, which add
0.45% to the 2025 rate adjustment.
Taken altogether, and including appropriate adjustments to SCSS’ original request to achieve the objectives of the new rate methodology, the 2025 rate adjustment that would be effective January 14, 2025, following a successful Proposition 218 proceeding, is
4.92% as shown in the table below:
Table 2: 2025 Rate Adjustment Breakdown
Original Adjustment per 1994 Rate Manual 3.97%
Revised Depreciation Schedule -1.33%
Remove Limitation on Corporate Overhead 1.51%
Regional Service Enhancements 0.45%
Updated Profit Allowance 0.23%
Recalculated Franchise Fee 0.09%
Revised Adjustment for New Methodology 4.92%
Franchise Agreement Termination Clause
The Franchise Agreement also contains language that provides that if the rate adjustment request compared with the rate in effect at the date of the Franchise Agreement exceeds the cumulative cost of living increase from that same date, the City has the option of terminating the Franchise Agreement at any time within nine months following approval of the requested rate adjustment. The “trigger” calculation does not limit the amount of adjustment that SCSS can request; it simply incentivizes SCSS to keep its requested adjustments below the cumulative increase in CPI to avoid the City opting to terminate the Franchise Agreement.
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
At this time, staff recommends that the City not pursue the termination (“trigger”) option set forth in Section 8.3 of the City’s Franchise Agreement with SCSS. Based on a detailed review of costs as presented in Attachment 1, the costs are reasonable and rates have been calculated in accordance with the 1994 Rate Manual and the recommended new rate adjustment methodology. The following table shows that solid waste rates for Arroyo Grande are among the lowest in the Central Coast area for single family residential services.
Also, and as previously reported to the Council in 2022, the requirements of SB 1383 have created significant new regulatory requirements, burdens, and costs for the City, its solid waste partners such as the San Luis Obispo Integrated Waste Management Authority (IWMA) and SCSS. SCSS is required by agreement to help the City meet certain SB 1383 requirements, and termination of the Franchise Agreement with SCSS at this time would create disruption in the City’s efforts to comply with State regulations.
Proposition 218 Process
Per the provisions of Proposition 218, all property owners receiving solid waste collection services will receive written notice by mail at least 45 days prior to the date of a public hearing where the City Council will consider approving solid waste rate adjustments. The notice will include the amount of the fee, the reason for the increase, the basis on which the fee was calculated and the date, time, and place of the public hearing and must clearly advise of the right to protest the rate adjustment. Most recently, the City conducted Proposition 218 rate hearings for waste collection service rates in 2014, 2015, 2016, 2019 and 2022.
It is recommended that the City Council set the public hearing for January 14, 2025, and direct staff to ensure that notices are provided to affected property owners of the proposed rate adjustments stated in the following table in compliance with Proposition 218. A summary of changes in residential rates at the 4.92% rate adjustment are shown in the table below.
Table 3: Summary of Residential Rate Changes
Service Description
Current
Monthly Rate
Effective
1/1/2024
Proposed
Rate
Adjustment
Proposed
Monthly Rate
Effective
1/14/2025
32 Gallon Waste Wheeler $27.33 $1.34 $28.67
64 Gallon Waste Wheeler $35.52 $1.75 $37.27
96 Gallon Waste Wheeler $43.73 $2.15 $45.88
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
Next Steps
If staff’s recommendations are approved, next steps for the solid waste rate adjustment will include:
November 30, 2024 – Deadline for mailing the 45-day public hearing notice in compliance with Proposition 218.
January 14, 2025 – Conduct a public hearing to consider protests regarding the proposed rate adjustments identified in the Proposition 218 hearing notice. January 14, 2025 – If approved, new rates go into effect. The rate adjustment will be prorated based upon a January 14 start date.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Adopt staff’s recommendations to 1) Review the South County Sanitary Service Integrated Solid Waste Collection Rate Adjustment request; 2) Set a public hearing for January 14, 2025, to consider adjusting the Solid Waste Collection Rates for by 4.92% effective on January 14, 2025, and via the new rate adjustment methodology each January 1 from 2026 through 2029; and 3) Direct staff to prepare and distribute a Proposition 218 notice for a public hearing to consider increases to the solid waste rates;
2. Adopt staff’s recommendations to 1) Review the South County Sanitary Service Integrated Solid Waste Collection Rate Adjustment request; 2) Set a public hearing for January 14, 2025, to consider adjusting the Solid Waste Collection Rates by
3.97% effective on January 14, 2025, and via the 1994 Rate Manual on January 1, 2026 and January 1, 2027; and 3) Direct staff to prepare and distribute a Proposition 218 notice for a public hearing to consider increases to the solid waste rates; or
3. Provide other direction to staff.
ADVANTAGES:
Approval of the rate adjustment is consistent with the underlying conceptual approach in the 1994 Rate Manual with appropriate revisions to effectuate the new rate adjustment methodology. The new rate adjustment methodology provides advantages that are not available under the 1994 Rate Manual, including:
Lengthening the time between cost-based rate adjustments, providing for greater rate predictability and stability.
New service enhancements including the low income rate customer assistance program, the free bulky waste collections during clean-up weeks, and free annual cart exchanges.
Item 11.a.
City Council
Request from South County Sanitary Service for Integrated Solid Waste Collection Rate Adjustment Effective January 14, 2025
November 12, 2024
DISADVANTAGES:
Solid waste customers will see slightly higher rate adjustments in 2025 via the new rate methodology compared to the 1994 Rate Manual. However, rather than the next costbased rate adjustment occurring in 2028, the earliest cost-based adjustment via the new rate adjustment methodology will be in 2030.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2.
ATTACHMENTS:
1. R3 Report on 2025 Rate Adjustment and New Rate Methodology
REPORT
City of San Luis Obispo and Participating Agencies
Submitted electronically on October 22, 2020
Submitted electronically: November 1, 2024
New Solid Waste Rate Adjustment
Methodology and 2025 Rates
ATTACHMENT 1
1512 Eureka Road, Suite 220, Roseville, CA 95661 | p 916.782.7821 | f 916.782.7824 | www.r3cgi.com November 1, 2024
Ms. Meg Buckingham
Solid Waste and Recycling Coordinator
Public Utilities
879 Morro, San Luis Obispo, CA 93401
submitted via email: [email protected]
SUBJECT: New Solid Waste Rate Adjustment Methodology and 2025 Rates Dear Ms. Buckingham and Participating Agencies,
R3 Consulting Group, Inc. (R3) was engaged by the City of San Luis Obispo (City) to provide solid waste consulting services via two engagements supporting the City’s negotiations of a new solid waste services agreement with Waste Connections, the solid waste hauler. R3 was originally engaged by the City to work in collaboration with Los Osos Community Services District and Waste Connections to update the methodology for annual adjustments to the solid waste rates charged by Waste Connections. The key objectives for updating the rate adjustment methodology were to enhance rate stability, predictability, fairness, transparency, ease of administration, and costeffectiveness.
As that engagement proceeded, eight other agencies in San Luis Obispo County (the City of Arroyo Grande, the City of Grover Beach, the City of Pismo Beach, Avila Beach Community Services District, Cambria Community Services District, Cayucos Sanitary District, Nipomo Community Services District, and Oceano Community Services District – altogether “Participating Agencies” or “Agencies”) were included as stakeholder participants in the development of new rate adjustment methodology. With the inclusion of these additional Agencies, objectives for the engagement were updated to include regional scale applicability of the new rate adjustment methodology. R3 was then engaged by the City to review Waste Connections’ rate adjustment requests for the 2025 rate year on behalf of all ten Agencies with the objective of determining 2025 solid waste rates that would an appropriate starting point for a new rate adjustment methodology starting in 2026.
The City of San Luis Obispo served as the lead contracting agency for both engagements, providing primary oversight and direction of R3’s work. Input and feedback were also sought from the other nine Agencies, and the results reflect their stakeholder input. Ultimately, the outcomes of both engagements are the conclusion of good faith contract negotiations between the City and Waste Connections. In summary, the City and Waste Connections have tentatively agreed to updated terms and conditions for annual rate adjustment which fulfill key objectives while also securing enhanced services that will protect low income households, prevent illegal dumping, and clean solid waste collection containers. The new rate adjustment methodology and enhanced services also resulted in updated adjustments to solid waste rates for 2025.
The City intends to recommend a new agreement with Waste Connections to the City Council that will include the new rate adjustment methodology and enhanced services along with the 2025 adjustments to solid waste rates. In keeping with the objective for the results to be applicable on a regional scale, Waste Connections is willing to offer the new rate adjustment methodology and
1512 Eureka Road, Suite 220, Roseville, CA 95661 | p 916.782.7821 | f 916.782.7824 | www.r3cgi.com select enhanced services to the other nine Agencies at the updated 2025 adjustments to solid waste rates.
R3 would like to recognize that this has been a significant undertaking, and we’d like to thank the City of San Luis Obispo, Waste Connections, Los Osos Community Services District, and Participating Agencies for your involvement in providing feedback during this process. In closing, R3 recommends City and stakeholder consideration of the revised 2025 rates and the new rate adjustment methodology as a means of achieving shared rate fairness, stability, and predictability objectives. Here’s what Waste Connections has shared regarding the outcomes:
“San Luis Garbage (SLG) had the opportunity to negotiate with the City of San Luis Obispo on the re-write of the 1994 rate-making manual. The goal of this endeavor was to simplify and streamline the rate-making process for all parties and provide an improved model going forward for potential refuse collection rate changes. The process included a considerable amount of discussion and analysis and although arduous at times, SLG feels the negotiations were performed in good faith, were collaborative in nature and carried out with mutual respect. In addition to updating the rate-making methodology, both parties took the opportunity to establish some new service enhancements that will discourage illegal dumping, provide cart cleaning exchanges, and offer rate relief for low-income customers. SLG believes the outcome of the negotiation has provided a much-improved rate-review process for the City of San Luis Obispo and other cities currently under the old rate-making methodology which will ultimately allow for an easier path to fair and reasonable rates for all customers.” * * * * * * *
We appreciate the opportunity to be of service to the City and would like to thank the City and the Participating Agencies for their involvement and feedback. We would also like to recognize Waste Connections staff for being communicative and responsive to requests for information during the process.
Sincerely,
Garth Schultz | Principal
R3 Consulting Group, Inc.
510.292.0853 | [email protected]
TABLE OF CONTENTS
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates TOC
1. Executive Summary
page 1
2. Background
page 4
3. New Solid Waste Rate Adjustment
Methodology and 2025 Rates
page 10
Attachments
1 Summary of Original 2025 Base Year Rate Adjustments
2 Revised 2025 Rate Adjustments
3 CPI-U for Garbage and Trash
4 Example Rate Calculations for 2026 through 2029
1. EXECUTIVE SUMMARY
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 1 of 19 New Rate Adjustment Methodology
The City of San Luis Obispo, in its capacity as the lead agency on the solid waste rate adjustment methodology update process, and in partnership with Los Osos Community Services District and Waste Connections, completed negotiations and arrived at tentative agreement with Waste Connections regarding the terms and conditions of a new methodology. The outcome was the result of extensive good faith negotiations between the City and Waste Connections, with due consideration to input provided by other public agency stakeholders.
Pending City Council approvals, the new methodology will replace the 1994 Rate Setting Process and Methodology Manual for Integrated Solid Waste Management Rates (1994 Rate Manual) and will regulate annual rate adjustments for the City’s solid waste rates starting in 2026.
The new methodology fulfills key objectives established by the City and Waste Connections, including rate stability, predictability, fairness, transparency, ease of administration, and cost-effectiveness.
Additionally, in response to requests by other Agencies that contract with Waste Connections in San Luis Obispo County, the new methodology can be applied on a regional-scale and is available as recommended alternative to the 1994 Rate Adjustment Manual for those Agencies.
The key features of the new methodology include:
》 CPI Adjustments: Starting in 2026, rate adjustments will be based on the Garbage and Trash CPI, with a floor of 2% and a cap of 5%. Amounts under 2% or over 5% will carry forward. The CPI adjustment will apply to Waste Connections’ collection and post-collection cost centers. 》 Revenue Balancing Mechanism: Starting in 2027, adjustments to rates will account for shortfalls or surpluses in Waste Connections’ actual revenues compared to projected revenues from prior years. For example, if Waste Connections’ 2025 revenues exceed projections, the amount of surplus revenues will be credited to the rates in 2027 (and vice versa), achieving fairness in compensation and rates for the company and for ratepayers. Such adjustments would take place annually and will be independent of the CPI cap and floor noted above (there is no cap on these amounts).
》 Less Frequent Cost-Based Adjustments: Currently, solid waste rates are adjusted based on the 1994 Rate Adjustment Manual every three years on Waste Connections’ costs. Via the new methodology, cost-based adjustments would occur a maximum of every five years, and only if requested by Waste Connections or the City. The first opportunity for a cost-based adjustment will be for the 2030 rate year. If neither Waste Connections nor the City request a cost-based adjustment, then the CPI adjustment approach will be applied. Cost-based adjustments will be based on Waste Connections’ consolidated audited financial statements for the region.
Timeframes for cost-based adjustment application and review process will be ample, such that the City will have sufficient time for review and approval processes and such that the potential for delay in implementation is minimized. These timeframes will be delineated in the forthcoming amendment to the agreement with Waste Connections.
》 Updated Depreciation Lifespan for Trucks: The 1994 Rate Manual set a 7-year depreciation schedule for solid waste collection trucks. Modern solid waste collection trucks have a 10-year lifespan, and the depreciation schedule was adjusted accordingly. 》 Updated Profit Allowance: The 2025 rate adjustment will include a 9% profit allowance of projected collection costs and in 2026 and thereafter the profit allowance will be 10%. The updated profit allowance is in-keeping with industry standard ranges for solid waste services. For
Executive Summary
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 2 of 19 context, the 2025 profit allowance is approximately 5% of revenues and we estimate that the 2026 profit allowance will be approximately 5.5% of revenues. Profit will not be allowed on postcollection costs. 》 Removed Limitation on Corporate Overhead: The 1994 Rate Manual placed a limitation on corporate overhead costs. Today, corporate overhead costs fund legal, tax, payroll, human resources, engineering, compliance, IT, training and recruiting programs. The City and Waste Connections agreed to remove the prior limitation in order to fund these services. In the nearterm, compensation to Waste Connections for corporate overhead will be limited by the CPI adjustment noted above. Cost-based adjustments to corporate overhead are possible in 2030, and will be subject to review, justification, and potential limitation at that time. 》 Extraordinary Adjustments: The California Air Resources Board (CARB) Advanced Clean Fleets (ACF) regulation is requiring all solid waste collection trucks to have zero emissions by 2042. This includes a phased in plan to get the percentage of the fleet to be zero emission vehicle (ZEV) with 10% by 2030, 25% by 2033, 50% by 2036,75% by 2039 and 100% by 2042.
During CPI Adjustment years, Waste Connections may request extraordinary rate adjustments due to changes in law affecting collection operations, including for compliance with CARB’s ACF zero emission mandate (which may necessitate change to depreciation schedules). The City may, but is not obligated to, consider requests for extraordinary rate adjustments due to changes in law affecting post-collection operations. Requests for extraordinary change are subject to good faith negotiations between City and Waste Connections.
New Service Enhancements
During negotiations, the City and Waste Connections also took the opportunity to establish new service enhancements that will discourage illegal dumping, provide cart cleaning exchanges, and offer rate relief for low-income customers. The below service enhancements are available to the other Agencies that approve the new rate adjustment methodology in association with adjusted 2025 solid waste rates:
》 Customer Assistance Program: 20% low-income discount provided to residential customers using 32-gallon cart service, using existing jurisdictional practices on low-income relief for their offered utility type services with evidence of qualifying financial hardship. 》 Free Bulky Waste Collections: Collection of a bulky waste item twice annually from residential accounts at no separate cost, via clean-up week or voucher program depending on existing program.
》 Annual Cart Exchange: Once annual exchange of a residential solid waste, recycling, or organics cart per customer account.
2025 Rate Adjustments
As a result of the above, Waste Connections’ 2025 rate adjustment request was revised from a 9.29% increase to a 9.89% increase in solid waste rates, effective January 1, 2025 (and prior to other rate structure adjustments that the City and Waste Connections may enact). When the new rate methodology changes and service enhancements are equally applied to the other regional Agencies, the results are as shown in Table 1 on the following page. Additional details are included in Section 3 of this report.
Executive Summary
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 3 of 19 Table 1: 2025 Rate Adjustments
Agency Original Revised
City of San Luis Obispo 9.29% 9.89%
City of Arroyo Grande 3.97% 4.92%
Los Osos CSD 12.47% 13.18%
City of Pismo Beach 3.97% 4.82%
Cambria CSD 12.78% 12.59%
City of Grover Beach 3.97% 5.02%
Nipomo CSD 3.23% 5.04%
Oceano CSD 3.76% 4.98%
Cayucos SD 12.47% 14.32%
Avila Beach CSD 3.97% 4.60%
2. BACKGROUND
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 4 of 19 1994 Rate Manual
The 1994 Rate Manual is a 120-page document that provides step-by-step directives regarding annual adjustments to solid waste rates in the City. Though the 1994 Rate Manual specifically references the City of San Luis Obispo, other agencies in San Luis Obispo County (including the nine Agencies referenced in this report) also follow the 1994 Rate Manual for annual adjustments to solid waste rates.
The 1994 Rate Manual established a three-year cycle for adjustments to solid waste rates. The first year of each three-year cycle (called a “base year”) adjusted rates based on the documented costs of providing solid waste services. In the second and third years, solid waste rates were adjusted in accordance with external indicators, such as the Consumer Price Index (CPI).
While the 1994 Rate Manual was an appropriate approach to annually adjusting solid waste rates at the time, changing regulatory conditions and modern best practices in solid waste rate setting indicate that the prior approach has outlived its usefulness. In particular, cost-based adjustments on a fixed three-year cycle are no longer the industry norm. Most solid waste rate adjustment methodologies in California today either do not include regular cost-based adjustments or do so less frequently. When allowed, cost-based adjustments are typically the result of extraordinary changes in cost due to factors like changes in law or other uncontrollable factors (such as China’s National Sword Policy in 2017 and the COVID pandemic in 2020). Additionally, step-by-step instructions and timelines in the 1994 Rate Manual are outdated and do not contemplate current approaches to public noticing, public hearings, and review timelines for authorizing rate adjustments.
RFQ for New Rate Adjustment Methodology
Recognizing the limitations of the 1994 Rate Manual, the City and Los Osos Community Services District issued a request for quotes (RFQ) in early 2024 seeking a consultant to develop a new rate adjustment methodology. Pursuant to the RFQ process, R3 was awarded an agreement to provide support in developing a new rate adjustment methodology.
Rate Adjustment History
Rate adjustments experienced by the City and participating Agencies have varied significantly in the prior ten years from 2015 through 2024, as shown in Table 2, on the following page. As shown in the table, rate adjustments by agency have varied from 0% (most Agencies in 2015) to over 20% (most Agencies in 2022).
There are important reasons for these variances, primarily related to the unfunded State mandates of SB 1383 (Short-lived Climate Pollutants Act) which required all agencies in California to implement programs to recover and recycle organic waste to reduce methane emissions from landfills. While rate adjustments were necessary to fund the required SB 1383 programs, the combination of new costs with the three-year cost-based adjustment approach in the 1994 Rate Manual resulted in rate adjustment spikes in 2016, 2019, and 2022. Overall, across the Agencies, the average annual rate adjustment from 2015 through 2024 has been 6.76%.
One important objective of the new rate adjustment methodology is to minimize the recurrence of such spikes by reducing the frequency of cost-based rate adjustments. From R3’s experience implanting new rate methodologies with other clients, the result has been stable and predictable annual rate adjustments.
Background
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 5 of 19 Table 2: 2015 – 2024 Rate Adjustments by Agency
Agency 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 City of San Luis
Obispo 0.00% 5.25% 1.00% 1.60% 13.70% 1.70% 0.70% 17.75% 9.10% 3.00% City of Arroyo
Grande 0.00% 3.25% 1.00% 1.60% 10.06% 1.70% 0.70% 22.19% 9.10% 3.00% Los Osos CSD 2.00% 10.37% 1.00% 1.60% 25.74% 1.70% 0.70% 41.87% 7.70% 2.70% City of Pismo Beach 0.00% 3.25% 1.00% 1.60% 10.06% 1.70% 0.70% 22.19% 9.10% 3.00% Cambria CSD 1.92% 9.93% 1.00% 1.60% 25.32% 1.70% 0.70% 41.50% 9.10% 3.00% City of Grover
Beach 0.00% 3.25% 1.00% 1.60% 10.06% 1.70% 0.70% 22.19% 9.10% 3.00% Nipomo CSD 0.00% 0.00% 1.00% 1.60% 15.08% 1.70% 0.70% 21.27% 9.10% 3.00% Oceano CSD 0.00% 3.25% 1.00% 1.60% 10.06% 1.70% 0.70% 21.03% 9.10% 3.00% Cayucos SD 2.00% 27.39% 1.00% 1.60% 26.43% 1.70% 0.70% 43.30% 9.10% 3.00% Avila Beach CSD 0.00% 3.25% 1.00% 1.60% 10.06% 1.70% 0.70% 22.19% 9.10% 3.00% Financial Statement History
There are three Waste Connections business units serving the ten participating Agencies (San Luis Garbage, Mission Country Disposal, and South County Sanitary Service). Each business unit prepares annual audited financial statements which are used as the basis for base year rate applications to the Agencies. R3 analyzed Waste Connections’ audited financial statements for the six years from 2018 through 2023 to evaluate profit achievement, with the results summarized in Table 3, below. Table 3 also includes estimated profit achievement in 2024 (still underway) and for 2025 (prior to 2025 rate adjustments).
Table 3: 2018 – 2023 Profit Achievement
Business Unit 2018 2019 2020 2021 2022 2023 2024 2025
San Luis Garbage -13.84% -16.84% -9.66% -3.41% 12.47% 6.30% -0.64% -6.62% Mission Country Disposal -19.26% -30.77% -9.28% -19.84% -10.21% 2.47% -4.09% -8.95% South County Sanitary Service 5.38% 1.40% 0.25% -5.56% 5.93% 15.85% 8.43% 2.38% Overall -7.22% -12.45% -5.22% -7.88% 4.66% 9.67% 2.61% -3.16%
Background
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 6 of 19 As shown in Table 3, in total across all three business units, Waste Connections operated without any net income between 2018 and 2021, with net positive profitability being achieved in 2022 and 2023. Profit achievement varied by business unit, with South County Sanitary Service consistently experiencing greater profit achievement and Mission Country Disposal consistently experiencing lesser or no profit achievement. This is one of the key reasons that rate adjustments for the Agencies served by Mission Country Disposal (Cambria Community Services District, Cayucos Sanitary District, and Los Osos Community Services District) were higher than the other Agencies in 2019 and 2022.
Table 3 also shows that projected profit achievement in 2024 will be lower than 2023, which is primarily the result of Waste Connections incurring increased landfill disposal costs (provided by a related party) and increased organics processing costs (provided by a non-affiliated third party processor). Projected profit achievement for 2025 – which, importantly, is prior to 2025 adjustments to solid waste rates – demonstrates no net profit for San Luis Garbage and Mission County Disposal and low net income for South County Sanitary Service. Overall, without adjustments to rates, Waste Connections service to the Agencies in 2025 will not yield net income.
It should be noted that Waste Connections allocates costs between business units based on allocation metrics that include vehicle operating hours, number of solid waste containers, and number of customer accounts. While such metrics are useful means of allocating costs, they do not necessarily represent the exact cost of providing service within a given business unit.
Rate Comparison
R3 compared current 2024 solid waste rates for the Agencies to rates in other jurisdictions in San Luis Obispo County, Santa Barbara County, and Monterey County. The results are shown in Table 4, below and on the following page, and are organized in ascending order by 32-gallon monthly rate (common residential subscription level).
Table 4: Regional Comparison of Monthly Rates
Agency 20 Gallon 32 Gallon 64 Gallon 96 Gallon 2 Cubic
Yards
Oceano CSD N/A $20.37 $29.31 $57.39 $128.75
San Luis Obispo $14.74 $23.53 $47.06 $70.59 $185.21
Pismo Beach N/A $23.76 $47.56 $71.33 $166.02
Grover Beach N/A $24.23 $32.74 $41.23 $147.95
Arroyo Grande N/A $27.33 $35.52 $43.73 $167.65
Nipomo CSD N/A $27.57 $39.52 $51.81 $136.62
Avila Beach CSD N/A $28.31 $46.78 $65.24 $177.68
Santa Barbara County Zone 4 Lompoc N/A $31.41 $36.13 $40.70 $179.98 Cayucos SD N/A $32.60 $38.52 $44.48 $184.32
Santa Barbara County Zone 5 N/A $33.03 $37.84 $42.46 $192.87 City of Atascadero N/A $33.67 $52.80 $66.35 $172.24
San Miguel N/A $34.13 $53.80 $72.88 $124.12
Santa Barbara County Zone 4 Santa Ynez N/A $34.33 $42.62 $50.77 $254.11 City of Morro Bay $22.21 $35.54 $71.07 $106.63 $265.30
Solvang N/A $36.28 $45.20 $54.69 $256.55
Background
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 7 of 19 Agency 20 Gallon 32 Gallon 64 Gallon 96 Gallon 2 Cubic
Yards
Goleta N/A $37.39 $41.88 $48.35 $240.10
Templeton N/A $38.73 $54.63 $60.41 $149.58
Los Osos CSD $27.74 $39.45 $60.57 $64.96 $228.72
Buellton N/A $40.51 $48.40 $56.38 $281.13
Cambria CSD N/A $41.52 $83.03 $124.55 $201.94
King City $32.43 $42.83 $53.68 $63.52 $288.00
Santa Barbara County Zone 2 N/A $43.25 $54.66 $65.92 $259.61 City of Paso Robles $38.15 $43.32 $57.42 $63.59 $188.36 Santa Barbara County Zone 3 N/A $45.22 $51.52 $57.75 $215.72 MRWMD $38.28 $46.54 $72.92 $91.20 $277.20
City of Santa Barbara N/A $48.26 $59.82 $71.38 $277.66
WM Area (Formerly Mid-State) N/A $48.72 $71.31 $93.84 $214.46 Santa Barbara County Zone 1 N/A $56.60 $62.86 $69.25 $256.74 Santa Maria N/A N/A $38.74 $47.87 $166.72
Table 4 demonstrates that solid waste rates for the City and other Participating Agencies compare favorably to others in the region. Charts 1 through 4, below and on the following pages, show the information from Table 4 in graphical format.
Chart 1: Regional Comparison of Monthly 32-gallon Cart Rates Chart 1, which is organized in ascending order of 32-gallon monthly rate, demonstrates that the rates for 32-gallon monthly service (the most subscribed residential service level) for all Participating Agencies $0
$10
$20
$30
$40
$50
$60
Oceano CSD
San Luis Obispo
Pismo Beach
Grover Beach
Arroyo Grande
Nipomo CSD
Avila Beach CSD
Santa Barbara County…
Cayucos SD
Santa Barbara County…
City of Atascadero
San Miguel
Santa Barbara County…
City of Morro Bay
Solvang
Goleta
Templeton
Los Osos CSD
Buellton
Cambria CSD
King City
Santa Barbara County…
City of Paso Robles
Santa Barbara County…
MRWMD
City of Santa Barbara
WM Area (Formerly Mid-…
Santa Barbara County…
Santa Maria
Background
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 8 of 19 other than Cambria Community Services District, Cayucos Sanitary District, and Los Osos Community Services District are the lowest in the region. Chart 2 shows how 64-gallon monthly rates compare.
Chart 2: Regional Comparison of Monthly 64-gallon Cart Rates Chart 3: Regional Comparison of Monthly 96-gallon Cart Rates $0
$10
$20
$30
$40
$50
$60
$70
$80
$90
Oceano CSD
San Luis Obispo
Pismo Beach
Grover Beach
Arroyo Grande
Nipomo CSD
Avila Beach CSD
Santa Barbara County…
Cayucos SD
Santa Barbara County…
City of Atascadero
San Miguel
Santa Barbara County…
City of Morro Bay
Solvang
Goleta
Templeton
Los Osos CSD
Buellton
Cambria CSD
King City
Santa Barbara County…
City of Paso Robles
Santa Barbara County…
MRWMD
City of Santa Barbara
WM Area (Formerly Mid-…
Santa Barbara County…
Santa Maria
$0
$20
$40
$60
$80
$100
$120
$140
Oceano CSD
San Luis Obispo
Pismo Beach
Grover Beach
Arroyo Grande
Nipomo CSD
Avila Beach CSD
Santa Barbara County…
Cayucos SD
Santa Barbara County…
City of Atascadero
San Miguel
Santa Barbara County…
City of Morro Bay
Solvang
Goleta
Templeton
Los Osos CSD
Buellton
Cambria CSD
King City
Santa Barbara County…
City of Paso Robles
Santa Barbara County…
MRWMD
City of Santa Barbara
WM Area (Formerly Mid-…
Santa Barbara County…
Santa Maria
Background
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 9 of 19 Charts 3 and 4 keep the same ordering as Charts 1 and 2 and show how large residential 96-gallon service and commercial two (2) cubic yard bin service compare with the region. Overall, while exceptions exist, rates for solid waste service for the City and the Participating Agencies are among the lowest in the region, including San Luis Obispo County, Santa Barbara County, and Monterey County.
Chart 4: Regional Comparison of Monthly 2 Cubic Yard Rates $0
$50
$100
$150
$200
$250
$300
$350
Oceano CSD
San Luis Obispo
Pismo Beach
Grover Beach
Arroyo Grande
Nipomo CSD
Avila Beach CSD
Santa Barbara County…
Cayucos SD
Santa Barbara County…
City of Atascadero
San Miguel
Santa Barbara County…
City of Morro Bay
Solvang
Goleta
Templeton
Los Osos CSD
Buellton
Cambria CSD
King City
Santa Barbara County…
City of Paso Robles
Santa Barbara County…
MRWMD
City of Santa Barbara
WM Area (Formerly Mid-…
Santa Barbara County…
Santa Maria
3. NEW RATE ADJUSTMENT METHODOLOGY
AND 2025 RATES
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 10 of 19 2025 Base Year Rate Adjustments
Waste Connections submitted base year rate applications to the Agencies for rates effective January 1, 2025.1 Those rate applications were prepared in accordance with the 1994 Rate Manual, with modification for an effectiveness date of January 1, 2025, instead of the October 1, 2024 date that otherwise would have been the effective date given strict adherence to the 1994 Rate Manual. In simple terms, the applications project future 2025 costs for providing solid waste services based on the actual costs of providing services as follows:
》 Actual results for the most recently completed year (2023), which are based on the audited financial statements.
》 Projected results for the current year (2024), which are to be based on year-to-date information available at the time the application is submitted.
》 Projected results for the next year (2025).
Adjustments to solid waste rates are then calculated based on the projected 2025 revenue requirement, which is the sum of:
》 Allowed costs.
》 Allowable operating profit.
》 Pass through costs.
In reviewing the 2025 base year rate applications for the Agencies, R3:
》 Checked calculations for mathematical accuracy and consistency. 》 Tied projected costs back to the 2023 audited financial statements. 》 Evaluated the root causes of extraordinary changes in cost for landfilling and organics processing.
》 Reviewed 2024 revenues year to date to determine accuracy of projected revenues at current rates for 2025.
》 Proposed adjustments to solid waste collection vehicle depreciation lifetimes.
A summary of Waste Connections’ original 2025 base year rate adjustments per the applications submitted to the Agencies is included as Attachment 1.
It should be noted that Waste Connections’ base year rate applications are made at the business unit level (San Luis Garbage, Mission Country Disposal, and South County Sanitary Service) with no allocation of projected costs to individual Agencies served by those business units. Rather, the base year rate adjustment applications use total costs and revenues for those business units to calculate rate adjustments for the individual Agencies. For the purposes of our analysis, and as documented in Attachment 1, R3 allocated projected expenses by agency in accordance with proportion of revenues – this allocation approach is what the base year rate application achieve in practice, and the result is an exact match to the rate adjustment calculations included in the base year rate applications for each agency.
1 Authorization of the January 1, 2025 rate adjustments are expected to occur after that date. Waste Connections will prorate adjustment amounts on customer bills to account for the timing difference.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 11 of 19 R3 thoroughly reviewed the figures included in the 2025 rate adjustment calculations, as well as supporting documentation requested of Waste Connections during the review process and found that Waste Connections’ rate applications were accurate and in accordance with the 1994 Rate Manual. The rate adjustments shown in Table 5 on the following page are the correct rate adjustments per the 1994 Rate Manual and are the default rate adjustments effective January 1, 2025, if the City and the Participating Agencies do not move forward with revisions to the 2025 rates in accordance with the new rate adjustment methodology.
Table 5: 2025 Rate Adjustments Per 1994 Rate Manual
Agency January 1, 2025, Default
Rate Adjustment
City of San Luis Obispo 9.29%
City of Arroyo Grande 3.97%
Los Osos CSD 12.47%
City of Pismo Beach 3.97%
Cambria CSD 12.78%
City of Grover Beach 3.97%
Nipomo CSD 3.23%
Oceano CSD 3.97%
Cayucos SD 12.47%
Avila Beach CSD 3.97%
Revisions for New Rate Adjustment Methodology
In negotiating the terms and conditions of a new rate adjustment methodology starting in 2026, the City and Waste Connections made the following revisions to the 2025 base year rate adjustments:
Updated Depreciation Lifespan for Trucks
The 1994 Rate Manual set a 7-year depreciation schedule for solid waste collection trucks. Modern solid waste collection trucks have a 10-year lifespan, and the depreciation schedule was adjusted by Waste Connections accordingly. Table 6, on the following page, shows the dollar magnitude of this change and the effect on the 2025 rate adjustment, with the effect being a reduction in the rate adjustment calculation ranging from 1.33% to 1.62%, depending on agency. Differences in effect by agency are the result of business unit allocations described earlier in this report.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 12 of 19 Table 6: Change in Depreciation Lifespan
San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
Original
Depreciation
$1,338,367
$376,989
$295,515
$131,502
$398,063
$316,350
$236,919
$225,376
$114,616
$26,441
Revised
Depreciation
1,125,720
317,545
248,918
110,766
336,460
267,393
200,254
190,498
96,879
22,349
Change in
Calculations
(212,647)
(59,444)
(46,597)
(20,735)
(61,603)
(48,957)
(36,665)
(34,878)
(17,737)
(4,092)
Effect on
Rate
Adjustment
-1.47% -1.62% -1.62% -1.62% -1.33% -1.33% -1.33% -1.33% -1.33% -1.33% Removed Limitation on Corporate Overhead
The 1994 Rate Manual placed a limitation on corporate overhead costs. Today, corporate overhead costs fund legal, tax, payroll, human resources, engineering, compliance, IT, training and recruiting programs.
The City and Waste Connections agreed to remove the prior limitation in order to fund these services.
Table 7, below, shows the effect of removing the prior limitation on corporate overhead. Differences in effect by agency are the result of different original proportionate amounts of corporate overhead between Agencies. In the near-term, compensation to Waste Connections for corporate overhead will be limited by the CPI adjustment noted above. Cost-based adjustments to corporate overhead are possible in 2030, and will be subject to review, justification, and potential limitation at that time.
Table 7: Change in Corporate Overhead
San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
Original
Corporate
Overhead
$246,296 $46,213 $36,226 $16,120 $93,625 $74,406 $55,724 $53,009 $26,958 $6,219 Revised
Corporate
Overhead
430,378 80,753 63,301 28,168 163,600 130,017 97,371 92,627 47,106 10,867 Change in
Calculations 184,082 34,540 27,075 12,048 69,975 55,611 41,648 39,619 20,148 4,648 Effect on Rate
Adjustment 1.28% 0.94% 0.94% 0.94% 1.51% 1.51% 1.51% 1.51% 1.51% 1.51%
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 13 of 19 50% Cost Share for Regional Service Enhancements
Waste Connections is offering new service enhancement to the benefit of the City and the Agencies including:
》 Collection of a bulky waste item twice annually from residential accounts at no cost, via clean-up week or voucher program depending on existing program.
》 Once annual exchange of a residential solid waste, recycling, or organics cart per customer account.
Waste Connections has estimated the annual cost of offering these service regionally and is proposing recovery of 50% of the projected costs via the 2025 rate adjustment. The City and Waste Connections have tentatively agreed to this cost sharing as part of the new agreement and for inclusion in the 2025 rates. Waste Connections is proposing the low income discount customer assistance program without a change in rate adjustment.
Table 8, below, shows the effect of including the 50% cost sharing for these two service enhancements into the 2025 rate adjustment. Cost allocations are by percentage of accounts by agency, which is the reason for differences in the effect of rate adjustment by agency.
Table 8: 50% Cost Share for Service Enhancements
San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
New Annual
Cart Exchange $26,376 $9,889 $7,223 $3,623 $11,445 $7,566 $8,179 $7,987 $3,681 $320 Bulky Clean-up
Enhancements 21,091 7,908 5,776 2,897 9,152 6,050 6,540 6,386 2,944 256 Change in
Calculations 47,467 17,797 12,999 6,520 20,597 13,616 14,719 14,373 6,625 576 Effect on Rate
Adjustment 0.33% 0.48% 0.45% 0.51% 0.45% 0.37% 0.54% 0.55% 0.50% 0.19% Corrections to AB 939 Fees
Agency fees, which include AB 939 Fees and Franchise Fees, are included as estimates in rate adjustment applications. Because the rate applications are at the company business unit level, and not at the individual agency level, AB 939 fees in the application are allocated to the Agencies in proportion to revenues. However, only the City of San Luis Obispo and Cayucos Sanitary District receive AB 939 Fees – therefore this was corrected in the revised 2025 rate adjustments as shown in Table 9, on the following page. Note that the values for the City of San Luis Obispo also include a correction to Franchise Fee revenues.2
2 Specifically, to remove the 1994 Rate Manual’s approach to “grossing up” the calculated rate adjustment to account for the Franchise Fee by including the projected Franchise Fee payment amounts in the rate adjustment calculation itself. This approach is also recommended for the other Agencies starting with the 2026 rate adjustment.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 14 of 19 Table 9: Corrections to AB 939 Fees
San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
Original
Agency Fees $362,140 $5,226 $4,097 $1,823 $- $- $- $- $- $- Revised
Agency Fees 439,411 - - 12,754 - - - - - -
Change in
Calculations 77,2713 (5,226) (4,097) 10,931 - - - - - - Effect on Rate
Adjustment 0.54% -0.14% -0.14% 0.85% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Updated Profit Allowance
The 1994 Rate Manual, along with the Agencies agreements with Waste Connections, limits allowable profit based on an “operating ratio” of 92% or 93% of allowable collection expenses (not including postcollection disposal, processing or recycling expenses nor agency fees) depending on the agency. A 93% operating ratio is the equivalent of a 7.53% profit margin, and a 92% operating ratio is the equivalent of an 8.7% profit margin.
A key negotiation point between the City and Waste Connections was a change to the profit allowance.
Ultimately, after much discussion and negotiation, the City and Waste Connections agreed that the 2025 rate adjustment will include a 9% profit allowance of projected allowable collection costs and in 2026 and thereafter the profit allowance will be 10%. The updated profit allowance is in-keeping with industry standards for solid waste services.
For context, the 2025 profit allowance is approximately 5% of revenues and we estimate that the 2026 profit allowance will be approximately 5.5% of revenues. Table 10, on the following page, shows the effect of changing the profit allowance to 9% of collection costs for all Agencies for the 2025 rate adjustments. Differences in the effect on rate adjustment are due to differences in existing profit allowances by agency, as well as differences in the depreciation, corporate overhead and new service enhancements shown in earlier tables.
3 Includes adjustment to Franchise Fee to remove “grossing up” method from City’s 2025 rate adjustment calculations.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 15 of 19 Table 10: 9% Profit Allowance on Allowable Collection Costs San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
Original Profit
Allowance $641,302 $188,392 $170,609 $65,715 $227,094 $180,477 $135,161 $111,295 $65,388 $15,085 Revised Profit
Allowance 768,515 224,623 175,993 78,382 237,649 188,618 141,665 134,797 68,490 15,714 Change in
Calculations 127,213 36,231 5,384 12,667 10,555 8,141 6,504 23,502 3,102 629 Effect on Rate
Adjustment 0.88% 0.99% 0.19% 0.99% 0.23% 0.22% 0.24% 0.90% 0.23% 0.20% Total Revisions for New Rate Adjustment Methodology
Taken altogether, the revisions to the 2025 rate adjustment result in small increases to the original 2025 rate adjustment calculations. These are shown in Table 11, on the following page, and are also shown in Attachment 2.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 16 of 19 Table 11: Overall Revisions to 2025 Rate Adjustments
San Luis
Obispo
Los Osos
CSD
Cambria
CSD
Cayucos
SD
Arroyo
Grande
Pismo Beach
Grover
Beach
Nipomo
CSD
Oceano
CSD
Avila
CSD
Original 2025
Revenue
Calculation
$15,640,734 $4,089,595 $3,228,699 $1,426,540 $4,786,646 $3,804,059 $2,848,911 $2,692,832 $1,378,241 $317,951 Change in
Depreciation (212,647) (59,444) (46,597) (20,735) (61,603) (48,957) (36,665) (34,878) (17,737) (4,092) Change in
Corporate
Overhead
184,082 34,540 27,075 12,048 69,975 55,611 41,648 39,619 20,148 4,648 Enhanced
Services 47,467 17,797 12,999 6,520 20,597 13,616 14,719 14,373 6,625 576 Updated Profit
Allowance 127,213 36,231 5,384 12,667 10,555 8,141 6,504 23,502 3,102 629 Corrections to
AB 939 Fees 77,271 (5,226) (4,097) 10,931 - - - - - -
Revised 2025
Revenue
Calculation
15,864,119 4,113,493 3,223,463 1,447,971 4,826,170 3,832,470 2,875,118 2,735,447 1,390,379 319,712 Revenues at
Current Rates 14,435,726 3,677,194 2,882,493 1,282,686 4,621,616 3,672,906 2,750,690 2,616,676 1,330,724 306,989 Shortfall (1,428,393) (436,299) (340,970) (165,285) (204,554) (159,564) (124,428) (118,771) (59,655) (12,724) Revised 2025
Rate
Adjustment4
9.89% 13.18% 12.59% 14.32% 4.92% 4.82% 5.02% 5.04% 4.98% 4.60% Proportionality in Cost of Service
R3 analyzed the 2025 rate adjustments for adequacy with respect to the cost-of-service requirements of Proposition 218. Because the base year rate adjustment methodology is based on the documented cost of provided solid waste services as expressed in Waste Connections’ audited financial statements, we find that the current and proposed solid waste service rates will generate revenues sufficient to cover the cost-of-providing service plus a reasonable profit allowance commensurate with normal expectations in the solid waste industry.
R3 also analyzed the proposed solid waste service rates for adequacy with respect to proportionate allocation of costs among solid waste service customers. R3 found that the current (and thus also 4 Rate adjustments shown include grossing up for franchise fees per 1994 Rate Manual methodology, except for San Luis Obispo.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 17 of 19 proposed) solid waste rate structure proportionately allocates costs to service types and container sizes based on the relative differences in cost associated with the types of services provided to customers.
For example, for customers subscribing to 60- or 90-gallon cart solid waste service, the per-gallon cost-ofservice for those subscribed to the larger container size (90-gallons) is proportionately less than those subscribed to the smaller container size (60-gallons). This is because solid waste service is comprised of both fixed and variable costs, with the fixed cost portion being for the cost of collection (labor, fuel, capital equipment, and other shared costs) as well as the costs related to post-collection disposal, processing, recycling and composting. Thus, the cost-of-service for the larger container size (90-gallons) has a lesser proportion of fixed costs to variable costs compared to the smaller (60-gallon) container size.
Factors Affecting 2025 Rate Adjustments
Overall, for the Agencies and the three Waste Connections business units, the 2025 rate adjustments reflect an 8.12% increase in revenues to meet increased costs and revised profit allowances. The largest contributors to the overall increase are:
》 Increases in organics processing costs – Third-party costs for the organic waste postcollection processing facility operated by the company formerly named Hitachi Zosen INOVA, and which are not within Waste Connections’ control, have doubled since 2022. The change in cost is the result of changes in facility capital and operating costs. 》 Increases in landfill disposal costs – Related party costs for landfill waste disposal at Cold Canyon have remained flat since 2016. The 2025 rate adjustment reflects a market adjustment to these costs, from a per ton tipping fee of $41 per ton (in place since 2016) to a per ton tipping fee of $70. Waste Connections provided market comparison demonstrating the applicability of the $70 per ton market tipping fee.
Other factors play minor roles in the 2025 rate adjustment:
》 Collection costs including labor, vehicles, operating expenses and overhead – These costs are increasing in proportion to the Consumer Price Index and are projected to increase by 3.20% in 2024 and 4.21% for 2025.
》 Agency fees – These costs are mostly proportionate to changes in rates and are projected to increase by 2.22% in 2024 and 3.30% in 2025.
Overall, collection services comprise the single largest component overall rate funded expenses, at 56% of total rate revenues. Post-collection services are the next largest component of rate funding, at 29% of total rate revenues. Agency fees comprise 10% of rate revenues and profit allowance comprises 5% of rate revenues. This is demonstrated in Chart 5, on the following page.
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 18 of 19 Chart 5: Summary Components of 2025 Rate Revenues
New Rate Adjustment Methodology
The City and Waste Connections negotiated a new methodology for adjusting rates starting in 2026, which are summarized below. R3 is preparing an exhibit to the City’s new agreement with Waste Connections that will further detail the terms and conditions of the new methodology in accordance with the following points, which have been tentatively agreed to by the parties. The exhibit will be finalized and ready for distribution to the Agencies on or around November 18, 2024. It is recommended that the Agencies bring forward the exhibit as an amendment to their agreements with Waste Connections when considering the 2025 rate adjustments, which is anticipated to occur in January 2025.
The features of the new methodology include:
》 CPI Adjustments: Starting in 2026, rate adjustments will be based on the Garbage and Trash CPI, with a floor of 2% and a cap of 5%. Amounts under 2% or over 5% will carry forward. The CPI adjustment will apply to Waste Connections’ collection and post-collection cost centers. The proposed CPI is the Consumer Price Index for all Urban Consumers for Garbage and Trash in the United States, all City average. Details and prior results for this CPI are included in Attachment 3.
This is the same CPI used by Waste Connections in preparing its 2025 base year application. 》 Updated Profit Allowance: As stated previously, the 2025 rate adjustment includes a 9% profit allowance of projected collection costs. The City and Waste Connections have tentatively agreed that, in 2026 and thereafter, the profit allowance will be 10% of collection costs. 》 Revenue Balancing Mechanism: Starting in 2027, adjustments to rates will account for shortfalls or surpluses in Waste Connections’ actual revenues compared to projected revenues from prior years. For example, if Waste Connections’ 2025 revenues exceed projections, the amount of surplus revenues will be credited to the rates in 2027 (and vice versa), achieving fairness in compensation and rates for the company and for ratepayers. Such adjustments would take place annually and will be independent of the CPI cap and floor noted above. 》 Less Frequent Cost-Based Adjustments: Currently, solid waste rates are adjusted based on the 1994 Rate Manual every three years on Waste Connections’ costs. Via the new methodology, Collection
Services
56%
PostCollection
Services
29%
Agency Fees
10%
Profit
Allowance
5%
New Rate Adjustment Methodology and 2025 Rates
City of San Luis Obispo | New Solid Waste Rate Adjustment Methodology and 2025 Rates 19 of 19 cost-based adjustments would occur a maximum of every five years, and only if requested by Waste Connections or the City. The first opportunity for a cost-based adjustment will be for the 2030 rate year. If neither Waste Connections nor the City request a cost-based adjustment, then the CPI adjustment approach will be applied. Cost-based adjustments will be based on Waste Connections’ consolidated audited financial statements for the region. Timeframes for cost-based adjustment application and review process will be ample, such that the City will have sufficient time for review and approval processes and such that the potential for delay in implementation is minimized.
》 Extraordinary Adjustments: The California Air Resources Board (CARB) Advanced Clean Fleets (ACF) regulation is requiring all solid waste collection trucks to be zero emissions in 2042.
This includes a phased in plan to get the percentage of the fleet to be zero emission vehicle (ZEV) with 10% by 2030, 25% by 2033, 50% by 2036,75% by 2039 and100% by 2042. During CPI Adjustment years, Waste Connections may request extraordinary rate adjustments due to changes in law affecting collection operations, including for compliance with CARB’s ACF zero emission mandate (which may necessitate change to depreciation schedules). The City may, but is not obligated to, consider requests for extraordinary rate adjustments due to changes in law affective post-collection operations. Requests for extraordinary change are subject to good faith meet and confer negotiations between City and Waste Connections.
Example Calculations for 2026 through 2029
R3 has prepared example calculations of projected rate adjustments for 2026 through 2029 based on the tentatively agreed to terms and conditions outlined above (including adjustment to 10% profit allowance on collection services starting in 2026). Table 12, below, demonstrates this example for the City of San Luis Obispo, and Attachment 4 provides examples for all Agencies. Note that the example in Table 12 and Attachment 4 includes the following assumptions:
》 CPI at the 5% cap (note that CPI below the 5% cap will result in lower rate adjustments) 》 Revenue reconciliation at 1% below annual rate revenue projections (note that amounts above rate revenue projections will offset rate adjustments, not add to them). 》 Discontinuance of the prior Franchise Fee grossing method on rate adjustment for all Agencies starting in 2026.
Table 12: Example Calculation of New Rate Methodology for the City of San Luis Obispo 2025 2026 2027 2028 2029
Collection Services $8,539,055 $8,966,008 $9,414,308 $9,885,024 $10,379,275 Profit Allowance 768,515 896,601 941,431 988,502 1,037,927 Post-Collection Services 4,602,096 4,832,201 5,073,811 5,327,501 5,593,876 Franchise Fee 1,586,412 1,675,695 1,777,106 1,866,072 1,959,572 AB 939 Fee 368,041 386,443 405,765 426,053 447,356
Revenue Reconciliation Example N/A N/A 158,641 167,569 177,711 Total Revenues 15,864,119 16,756,947 17,771,062 18,660,722 19,595,717 Indexed Rate Adjustment 5.63% 6.05% 5.01% 5.01%
San Luis Obispo Los Osos Cambria Cayucos Arroyo Grande Pismo Beach Grover Beach Nipomo Oceano Avila Single Family Residential $ 5,282,964 $ 2,795,167 $ 2,201,010 $ 987,376 $ 2,379,516 $ 1,598,158 $ 1,580,148 $ 1,570,029 $ 684,117 $ 91,446 Multi-Family Dumpsters 2,556,077 - - - - - - - - -
Non-Residential Carts 729,282 100,710 77,805 33,710 256,857 237,767 134,053 119,843 74,076 24,711 Non-Residential Dumpsters 5,846,777 776,244 599,701 259,830 1,979,781 1,832,640 1,033,238 923,712 570,958 190,469 Total Rate Revenue 14,415,100 3,672,121 2,878,516 1,280,916 4,616,154 3,668,565 2,747,439 2,613,584 1,329,151 306,626 Other Income (Allocated) 20,626 5,073 3,977 1,770 5,462 4,341 3,251 3,092 1,573 363 14,435,726 3,677,194 2,882,493 1,282,686 4,621,616 3,672,906 2,750,690 2,616,676 1,330,724 306,989 Labor 3,658,710 1,042,706 817,360 363,719 1,113,222 884,704 662,567 630,287 320,535 73,945 Depreciation 1,338,367 376,989 295,515 131,502 398,063 316,350 236,919 225,376 114,616 26,441 Insurance 1,124,499 316,418 248,035 110,374 329,978 262,241 196,396 186,828 95,012 21,919 Other G&A 976,729 282,701 221,605 98,612 304,307 241,840 181,117 172,293 87,621 20,213 Fuel 754,387 321,408 251,946 112,114 254,951 202,616 151,742 144,349 73,409 16,935 Maintenance 421,166 116,487 91,312 40,633 117,432 93,326 69,893 66,488 33,813 7,800 Corporate Overhead 246,296 46,213 36,226 16,120 93,625 74,406 55,724 53,009 26,958 6,219 Total Collection Services 8,520,154 2,502,921 1,961,999 873,074 2,611,578 2,075,482 1,554,357 1,478,629 751,964 173,473 Garbage Landfilling 2,408,278 349,264 273,782 121,831 508,314 403,969 302,538 287,798 146,361 33,765 Organics Processing 1,108,784 477,019 373,927 166,395 660,852 525,194 393,325 374,162 190,282 43,897 Recyclables Processing 916,880 173,112 135,700 60,385 270,385 214,881 160,927 153,087 77,853 17,960 Affiliated Party Costs 168,154 57,121 44,776 19,925 46,128 36,659 27,455 26,117 13,282 3,064 Total Post-Collection & Affiliated Party Services 4,602,096 1,056,516 828,185 368,536 1,485,678 1,180,703 884,245 841,165 427,778 98,686 Franchise Fee 1,515,042 336,540 263,809 117,393 462,296 367,397 275,149 261,744 133,111 30,708 AB 939 Fee 362,140 5,226 4,097 1,823 - - - - - -
Total Pass-Through Services 1,877,182 341,766 267,905 119,216 462,296 367,397 275,149 261,744 133,111 30,708 14,999,432 3,901,203 3,058,090 1,360,825 4,559,552 3,623,582 2,713,750 2,581,537 1,312,853 302,866 641,302 188,392 170,609 65,715 227,094 180,477 135,161 111,295 65,388 15,085 15,640,734 4,089,595 3,228,699 1,426,540 4,786,646 3,804,059 2,848,911 2,692,832 1,378,241 317,951 (1,205,008) (412,401) (346,206) (143,854) (165,030) (131,153) (98,222) (76,155) (47,518) (10,962)
8.36% 11.22% 12.01% 11.22% 3.57% 3.57% 3.57% 2.91% 3.57% 3.57% Grossing up for Franchise Fees 9.29% 12.47% 12.78% 12.47% 3.97% 3.97% 3.97% 3.23% 3.76% 3.97% Category
Calculated Adjustment to Rate Revenues
Attachment 1: Summary of Waste Connections' Original 2025 Rate Application Calculations Total Compensation for Services
Allowed Operating Margin
Total Revenue Requirement
Surplus (Shortfall)
Collection Services
Post-Collection & Affiliated
Party Services
Pass-Through Services
San Luis Garbage
Company (SLG)
Mission Country Disposal (MCD) South County Sanitary Service (SCSS) Total Current Revenues
Current Revenues
San Luis Obispo Los Osos Cambria Cayucos Arroyo Grande Pismo Beach Grover Beach Nipomo Oceano Avila Single Family Residential $ 5,282,964 $ 2,795,167 $ 2,201,010 $ 987,376 $ 2,379,516 $ 1,598,158 $ 1,580,148 $ 1,570,029 $ 684,117 $ 91,446 Multi-Family Dumpsters 2,556,077 - - - - - - - - -
Non-Residential Carts 729,282 100,710 77,805 33,710 256,857 237,767 134,053 119,843 74,076 24,711 Non-Residential Dumpsters 5,846,777 776,244 599,701 259,830 1,979,781 1,832,640 1,033,238 923,712 570,958 190,469 Total Rate Revenue 14,415,100 3,672,121 2,878,516 1,280,916 4,616,153 3,668,565 2,747,439 2,613,584 1,329,152 306,626 Other Income (Allocated) 20,626 5,073 3,977 1,770 5,462 4,341 3,251 3,092 1,573 363 14,435,726 3,677,194 2,882,493 1,282,686 4,621,615 3,672,905 2,750,689 2,616,676 1,330,724 306,989 Labor 3,658,710 1,042,706 817,360 363,719 1,113,222 884,704 662,567 630,287 320,536 73,945 Depreciation 1,125,720 317,545 248,918 110,766 336,460 267,393 200,254 190,498 96,879 22,349 Insurance 1,124,499 316,418 248,035 110,374 329,978 262,241 196,396 186,828 95,012 21,919 Other G&A 1,024,196 300,498 234,604 105,132 324,904 255,456 195,836 186,666 94,246 20,789 Fuel 754,387 321,408 251,946 112,114 254,951 202,616 151,742 144,349 73,409 16,935 Maintenance 421,167 116,487 91,312 40,633 117,431 93,326 69,893 66,488 33,813 7,800 Corporate Overhead 430,378 80,753 63,301 28,168 163,600 130,017 97,371 92,627 47,106 10,867 Total Collection Services 8,539,055 2,495,814 1,955,476 870,906 2,640,547 2,095,751 1,574,059 1,497,742 761,000 174,605 Garbage Landfilling 2,408,278 349,264 273,782 121,831 508,314 403,969 302,538 287,798 146,361 33,765 Organics Processing 1,108,784 477,019 373,927 166,395 660,852 525,194 393,325 374,162 190,282 43,897 Recyclables Processing 916,880 173,112 135,700 60,385 270,385 214,881 160,927 153,087 77,853 17,960 Affiliated Party Costs 168,154 57,121 44,776 19,925 46,128 36,659 27,455 26,117 13,282 3,064 Total Post-Collection & Affiliated Party Services 4,602,096 1,056,516 828,185 368,536 1,485,678 1,180,703 884,245 841,164 427,779 98,686 Franchise Fee 1,586,412 336,540 263,809 117,393 462,296 367,397 275,149 261,744 133,111 30,708 AB 939 Fee 368,041 - - 12,754 - - - - - -
Total Pass-Through Services 1,954,453 336,540 263,809 130,147 462,296 367,397 275,149 261,744 133,111 30,708 15,095,604 3,888,870 3,047,470 1,369,589 4,588,521 3,643,852 2,733,452 2,600,650 1,321,890 303,998 768,515 224,623 175,993 78,382 237,649 188,618 141,665 134,797 68,490 15,714 15,864,119 4,113,493 3,223,463 1,447,971 4,826,170 3,832,470 2,875,117 2,735,447 1,390,380 319,712 (1,428,393) (436,299) (340,970) (165,285) (204,555) (159,564) (124,428) (118,771) (59,655) (12,724)
9.89% 11.86% 11.83% 12.89% 4.43% 4.34% 4.52% 4.54% 4.48% 4.14%
13.18% 12.59% 14.32% 4.92% 4.82% 5.02% 5.04% 4.98% 4.60%
9.0% 9.0% 9.0% 9.0% 9.0% 9.0% 9.0% 9.0% 9.0% 9.0%
10.0% 10.0% 6.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Change to Original Rate Application 0.60% 0.71% -0.19% 1.85% 0.95% 0.85% 1.05% 1.81% 1.22% 0.63% Franchise Fee
Allowed Operating Margin
Total Revenue Requirement
Surplus (Shortfall)
Calculated Adjustment to Rate Revenues
Grossing up for Franchise Fees
Profit Margin on Collection Services (2025)
Total Compensation for Services
Attachment 2: Summary of Revised 2025 Rate Application Calculations Category
San Luis Garbage
Company (SLG)
Mission Country Disposal (MCD) South County Sanitary Service (SCSS) Current Revenues
Total Current Revenues
Collection Services
Post-Collection & Affiliated
Party Services
Pass-Through Services
Bureau of Labor Statistics
ATTACHMENT 3
Series Id:
Series Title:
Area:
Item:
Base Period:
Years:
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HALF1 HALF2 Annual Change 2014 422.440 422.483 423.413 425.393 425.242 425.930 426.562 426.771 427.327 427.995 427.808 428.187 2015 427.734 429.248 429.235 429.807 431.234 430.813 431.229 432.967 433.843 434.829 436.428 436.996 1.46% 2016 437.205 438.296 437.699 437.676 438.317 437.858 438.607 439.358 439.707 440.311 443.343 444.745 1.71% 2017 446.266 447.699 446.987 447.129 447.272 448.046 448.328 448.717 449.008 452.196 453.820 453.596 2.20% 2018 453.354 454.915 455.230 458.722 462.887 465.041 465.579 470.457 471.026 472.535 486.650 485.935 458.358 475.364 3.96% 2019 475.687 477.474 478.569 479.449 480.865 480.984 482.138 483.987 484.346 486.133 486.485 486.708 478.838 484.966 3.22% 2020 491.003 494.429 495.288 494.432 494.946 496.679 498.564 500.882 501.756 503.315 504.970 508.190 494.463 502.946 3.49% 2021 512.722 517.270 518.505 518.579 516.440 517.202 521.185 524.408 529.934 530.114 529.053 532.538 516.786 527.872 4.74% 2022 533.078 538.313 540.719 542.564 544.546 547.554 548.187 548.706 558.254 561.090 563.816 565.185 541.129 557.540 5.17% 2023 570.412 575.697 576.773 580.124 587.431 589.812 596.167 597.347 596.997 597.569 601.631 602.164 580.042 598.646 7.28% 2024 606.773 610.551 610.015 611.073 609.538 611.946 614.089 615.880 609.983 3.71% 10-Year Average
3.69%
U.S. city average
Garbage and trash collection
DECEMBER 1983=100
2014 to 2024
Consumer Price Index for All Urban Consumers (CPI-U)
Original Data Value
CUUR0000SEHG02
Not Seasonally Adjusted
Garbage and trash collection in U.S. city average, all
b t ll dj t d
Source: Bureau of Labor Statistics Page 175 of 178 Generated on: October 8, 2024 (04:11:38 PM) 5% 5% 5% 5%
2025 2025 2026 2027 2028 2029
Collection Services $ 8,539,055 $ 8,539,055 $ 8,966,008 $ 9,414,308 $ 9,885,024 $ 10,379,275 Profit Allowance 768,515 768,515 896,601 941,431 988,502 1,037,927 Post-Collection Services 4,602,096 4,602,096 4,832,201 5,073,811 5,327,501 5,593,876 Franchise Fee 1,586,412 1,586,412 1,675,695 1,777,106 1,866,072 1,959,572 AB 939 Fee 368,041 368,041 386,443 405,765 426,053 447,356 Revenue Reconciliation Example N/A N/A N/A 158,641 167,569 177,711 Total Revenues 15,864,119 15,864,119 16,756,947 17,771,062 18,660,722 19,595,717 Indexed Rate Adjustment 5.63% 6.05% 5.01% 5.01%
Revenue Surplus (Shortfall) Example -1% (158,641) (167,569) (177,711) (186,607) (195,957) 2025 2025 2026 2027 2028 2029
Collection Services $ 2,640,547 $ 2,640,547 $ 2,772,575 $ 2,911,203 $ 3,056,763 $ 3,209,602 Profit Allowance 237,649 237,649 277,257 291,120 305,676 320,960 Post-Collection Services 1,485,678 1,485,678 1,559,962 1,637,960 1,719,858 1,805,851 Franchise Fee 462,296 484,875 512,199 543,197 570,391 598,970 AB 939 Fee - - - - - -
Revenue Reconciliation Example N/A N/A N/A 48,487 51,220 54,320 Total Revenues 4,826,170 4,848,749 5,121,993 5,431,968 5,703,909 5,989,703 Indexed Rate Adjustment 5.64% 6.05% 5.01% 5.01%
Revenue Surplus (Shortfall) Example -1% (48,487) (51,220) (54,320) (57,039) (59,897) 2025 2025 2026 2027 2028 2029
Collection Services $ 2,495,814 $ 2,495,814 $ 2,620,605 $ 2,751,635 $ 2,889,217 $ 3,033,677 Profit Allowance 224,623 224,623 262,060 275,163 288,922 303,368 Post-Collection Services 1,056,516 1,056,516 1,109,341 1,164,808 1,223,049 1,284,201 Franchise Fee 336,540 419,661 443,556 470,397 493,949 518,698 AB 939 Fee - - - - - -
Revenue Reconciliation Example N/A N/A N/A 41,966 44,356 47,040 Total Revenues 4,113,493 4,196,613 4,435,563 4,703,970 4,939,492 5,186,984 Indexed Rate Adjustment 5.69% 6.05% 5.01% 5.01%
Revenue Surplus (Shortfall) Example -1% (41,966) (44,356) (47,040) (49,395) (51,870) 2025 2025 2026 2027 2028 2029
Collection Services $ 2,095,751 $ 2,095,751 $ 2,200,539 $ 2,310,566 $ 2,426,094 $ 2,547,399 Profit Allowance 188,618 188,618 220,054 231,057 242,609 254,740 Post-Collection Services 1,180,703 1,180,703 1,239,738 1,301,725 1,366,811 1,435,152 Franchise Fee 367,397 385,008 406,703 431,316 452,909 475,602 AB 939 Fee - - - - - -
Revenue Reconciliation Example N/A N/A N/A 38,501 40,670 43,132 Total Revenues 3,832,470 3,850,080 4,067,035 4,313,165 4,529,095 4,756,025 Indexed Rate Adjustment 5.64% 6.05% 5.01% 5.01%
Revenue Surplus (Shortfall) Example -1% (38,501) (40,670) (43,132) (45,291) (47,560) Example CPI
San Luis Obispo
Attachment 4 - Indexed Rate Adjustment Methodology Example Calculations Arroyo Grande
Los Osos CSD
Pismo Beach